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 Should I Choose My Investments?

How Should I Choose My Investments?

Believe it or not, the best investment isn’t the one with the highest returns.  It’s the one you can stick with. Yet, there’s so much misinformation out there. So let’s dig into the details and avoid these major investing pitfalls.

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How to Use Your Business to Grow Your Wealth

How to Use Your Business to Grow Your Wealth

Too many business owners operate their businesses in a reactive way.  They allow others to control their schedule and time. They don’t think strategically about building cash buffers and paying themselves a fair salary.  They also tend to pour available cash back into the business without adequately evaluating whether their business is sustainable and if additional investment will result in sustainable growth.  Instead — you should be considering ways you can use your business to grow your overall wealth. Here are some ideas.

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Can I Afford to Quit My Job?

Can I Afford to Quit My Job?

With many businesses asking employees to return to the office this fall (if they haven’t already) lots of us are asking the question — can I continue working from home?  If you’ve hit a dead end with your employer over negotiating return-to-work policies perhaps you’re one of the millions thinking about quitting as part of the so-called “Great Resignation.” I wanted to put together a checklist of things to think about in your budget so you can determine whether you can afford it.  

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