Dreams are powered by financial plans
We help women dream big and navigate their financial freedom. Find Out HowWho 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
What happens if achieving your goals didn’t make you happy?
Everybody talks about working hard to achieve goals. But what happens when you get there and it’s not all it was cracked up to be? I created this 6-part video series and guidebook to help you explore what's next.
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
Cady North Shares Her Perspective on iSmart Podcast with Tom Rogers
Cady North recorded an episode of the iSmart Podcast with Tom Rogers where she shared more about the history of her career and her new book “The Resiliency Effect.”
New Book, “The Resiliency Effect” Available For Pre-Order
After 5 years owning my own financial planning business, I realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. Knowing there is a limit to the number of people I can reach one-on-one, I wanted to write a book exploring ways which people have overcome their adversities to live their biggest dreams.
The Surprising Metric You Shouldn’t Focus on Too Much in Business
Revenue, is the one surprising metric you should really stop focusing on in business. Revenue is misleading since revenue alone doesn’t indicate profit. When you focus on controlling costs instead, you set yourself up for business success. Here’s why that matters: when your business is successful, it translates to personal financial success and growth as well.