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
Are you Financially Prepared to Start Your Own Business?
Before you make the leap to full-time entrepreneurship, you should make sure your finances are in order. You should have a nest egg to cover uneven revenue and to pay for your own benefits and living expenses. This handy checklist will help make sure you don't forget a thing.
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
Does FIRE Early Retirement Make Sense for You?
Over the last few years the Financial Independence/Retire Early (FIRE) movement has quickly gained momentum and it’s easy to understand the appeal. Even for those that don’t plan to “retire early”, the financial independence component provides an aspirational goal that is readily achievable for those willing to make some small, but important, changes in their lives.
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After You’ve Reached the Top, What’s Next?
Psychologically speaking, our goals can give us a powerful sense of direction and order. They satisfy the natural desire to be actively engaged in something, and we can feel good as we progress and check off milestones. But what happens when we reach goals and objectives we’ve worked so hard for? Sometimes this can lead to feeling lost. Don’t stress and consider these next steps and options for moving forward.
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6 Signs You’ve Reached the Glass Ceiling
To break a glass ceiling, you must first realize that it’s there. While this can be difficult, there are a few signs that show one may exist in your organization. Here are some thoughts on how to figure out if workplace norms are hindering your ability to reach your full potential and what to do about it.
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