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®

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.

About

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

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.

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How 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.

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Avoid 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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