Dreams are powered by financial plans

We help women dream big and navigate their financial freedom.
Find Out How

Who We Are

We help women 

 

North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and embrace the financial freedom we all deserve.

 

Meet Cady North, CFP®

Founder and CEO

Once many women achieve a degree of professional and financial success, we often wonder what’s next.  Let’s sit down and talk about that. Do you want to start a business? Do you want to retire early? Take a sabbatical? Let’s plan how your finances can support those dreams.   Read more about Cady >>

Proud to be a fee-only fiduciary

Fee-only means that you pay for my expertise, guidance and support, not for commissions or sales. All of my fees are transparent and defined upfront.  I don’t receive any kickbacks for products or recommendations, so you will never have to sit through sales presentations when working with me. When I provide advice, it’s because I think it’s a good fit to help you achieve your goals. Here’s my fiduciary oath.

How we work together:

 Getting Organized
Goal Setting and Planning For Life Changes
 Investing that Aligns with Your Goals and Values

Insurance, Estate and Tax Planning
Strategic Business Management
Starting Your Own Business

Ready to schedule a meeting?

Washington, DC Location
(Metro Center)
700 12th Street NW, Suite 700
Washington, DC 20005

North Financial Advisors

San Diego, CA Location
(Downtown)
704 J Street
San Diego, CA 92101

North Financial Advisors

How and When to Pay Yourself as an Entrepreneur

How and When to Pay Yourself as an Entrepreneur

Most businesses experience uneven income streams and most have no idea how to plan ahead for that and pay themselves in a predictable way. These tips will help you figure out how and when to pay yourself as a business owner.

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Ask a Financial Advisor: What Should I Splurge On?

It may seem strange that a financial advisor would advocate for you to go splurge on something – but one of my mottos is “Save First, Spend the Rest.” If we’re taking care of our future self needs, then it’s ok to splurge from time to time. Just make sure that you buy things that make life ridiculously fun.

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Start 2021 With a Fool Proof Goal Setting Exercise 

Start 2021 With a Fool Proof Goal Setting Exercise 

The new year is always a time that we renew ourselves and take a look at new habits we want to create, changes we want to make, and look at goals we have for ourselves.  Instead of simply doing the work to state our goals, I love the idea of working through objections our brain will put in our path to keep us in the safe status quo.  Here’s an excellent worksheet you can use to set yourself up for success in 2021.

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