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
Correcting Three Myths About Funding your Business
When starting a business there are many funding options to research. However, you may be surprised to find out that most funding options don’t open up to small business owners until you’ve been in business for 2 years or more. Self-funding much of your start-up costs is inevitable, so it’s best to research bootstrapping options now.
read moreHow to Keep Business Start-up Costs Low
Here’s a secret. The most successful businesses I know spend the least amount of money, especially in their first years. This concept of “you have to spend money to make money” is false. If you control spending early on you’ll become profitable faster. You won’t have to beg for business to cover your expenses and you’ll buy yourself more options down the line to put the right people and services in place to maximize your business when the time is right. Plus, your personal finances will improve too.
read moreAvoid This Common Business Planning Mistake
Here’s a common scenario I see in business planning: Before you’ve completed any real market research to validate if your idea would work, you’re thinking about color schemes and names, what your website and logo will look like or where the business will be located. This is a big mistake because it means you’ll likely spend money and time on an idea that might not work. This is how you prevent it.
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