Dreams are powered by financial plansWe 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:
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
700 12th Street NW, Suite 700
Washington, DC 20005
North Financial Advisors
San Diego, CA Location
704 J Street
San Diego, CA 92101
North Financial Advisors
Corporate life can be challenging. If you’re burnt out at work and struggling to figure out what your next steps will be, sometimes it’s best to take a pause. Thinking through your goals and good financial planning can help you successfully take a necessary break from work, also known as a sabbatical. Learn from my experience on some steps you can take today that will help make your sabbatical a successful experience.
Many of us are charitably inclined and take pride in giving monthly or annually to charities. But have you ever thought about what percentage of income you are donating and why? Have you ever thought about aligning your charitable giving strategy with your overall budget and financial priorities? Here are some ideas for how to figure out how much to give and how giving can actually impact your happiness levels.
A multitude of retirement savings options exist, but choosing the amount to save and the right type of account will depend on your own goals and plans. In this article, learn more about what you should be researching and how often you should consider making changes to your savings rate.