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

Three Things You Need to Know About Your Finances This Year

Three Things You Need to Know About Your Finances This Year

It’s 2022, that means we all have a clean slate when it comes to new habits and plans for the year.  If you’ve been meaning to buckle down and get better with your finances, here are a few quick tips to get you started related to retirement, credit scores, and how to measure your finances.

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How to Handle An Inheritance

How to Handle An Inheritance

Grief does weird things to us on its own, but add money in and people can act downright strange.  Whatever you are feeling, know that it’s normal.  No two inheritance cases are exactly alike because no one has the goals and preferences that you do. So there are often no right or wrong answers.  These tips will help you think through next steps when you’re ready.

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