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

I Have a Professional Degree and I’m Successful in my Career — Why are Finances Beyond Me?

I Have a Professional Degree and I’m Successful in my Career — Why are Finances Beyond Me?

Are you frustrated, ashamed or annoyed at the fact that you’re smart, accomplished and well-read, but finances still allude you? You’re not alone. Personal finance isn’t taught at any level of education and unless you happened to have parents who taught this to you, through no fault of your own, you won’t have as much knowledge of finances as you should. With a bite-sized approach you can start to change this. Here’s how.

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Cady North Helps Entrepreneurs Figure Out What to Charge (Podcast)

Cady North Helps Entrepreneurs Figure Out What to Charge (Podcast)

Do you struggle with the financial and logistical aspects of your business and also what to charge? On the Legal Nurse Podcast, Cady North provides some practical formulas for setting and increasing your rates, strategic advice for dealing with payment fluctuations, and wisdom about how to avoid burnout. While the conversation centers on legal nurse consultants, the financial planning tips apply to any small business owner

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How and When to Pay Yourself as an Entrepreneur

How and When to Pay Yourself as an Entrepreneur

Most businesses experience uneven income streams and most have no idea how to plan ahead for that and pay themselves in a predictable way. These tips will help you figure out how and when to pay yourself as a business owner.

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