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
How can you use adversity in your life to propel you to success?
Filled with stories of modern women who made changes to live more in sync with their purpose and passions, The Resiliency Effect will teach you to:
- Embrace and overcome adversity so you too can live your biggest dreams.
- Determine what habits and coping strategies are blocking you from success.
- Take tangible steps to make lasting changes in your life.
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
Start 2021 With a Fool Proof Goal Setting Exercise
The new year is always a time that we renew ourselves and take a look at new habits we want to create, changes we want to make, and look at goals we have for ourselves. Instead of simply doing the work to state our goals, I love the idea of working through objections our brain will put in our path to keep us in the safe status quo. Here’s an excellent worksheet you can use to set yourself up for success in 2021.
Top 8 Most Read Posts of 2020
Because of the pandemic and with so much going on this year I think many folks have been searching for good financial information online to help them organize their financial life, make better financial decisions, and plan for contingencies and life changes. I’m grateful to be a source of unbiased and professional advice out there, so, I wanted to put together a list of the Most Read Posts from the year. In this post, I also detail some big wins and updates on North Financial from the year.
I’ve Been Saving Extra For Years, Why Can’t I Retire Yet?
A question that’s been coming up with clients in their 30s and 40s lately is, “I keep hearing so much about compound interest, and I’ve been saving extra for years, but I don’t actually see the compound growth yet, what’s going on? When can I actually retire?” Check out this blog post for charts that illustrate how long it takes to see your investments compound.