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
4 Ways Aspiring Entrepreneurs Can Make Better Decisions
Making decisions can be tough! That’s especially true when it involves the big stuff, like whether to start an entrepreneurial venture, move to a new city, or even end a long-standing relationship. If you’re constantly feeling like there are no right answers to your difficult questions, maybe it’s time to revamp your decision-making skills and try out the four-step WRAP method popularized by brothers, Chip and Dan Heath.
read more
Money Can’t Buy Happiness, Right?
It’s long been said that money can’t buy happiness, but a recent study put that assumption to the test and found that it’s not always true. Co-authors Drs. Elizabeth Dunn and Michael Norton went on a fascinating journey that saw them survey over 6,000 people in the US and beyond in an effort to uncover the correlation between spending and overall happiness. Their findings, which culminated into a book: Happy Money: The Science of Happier Spending provides unique insight into the way you should view the intersection of money and happiness in your life.
read moreCorrecting 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 more