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
Unlocking Your Potential: The Power of Sabbaticals in the Modern Workforce
Sabbaticals provide the time and space for a reset or a shake-up that can give us a tremendous amount of energy to launch something new, adjust our priorities, or re-discover things we’ve loved before. First, we must rest and support our mental health and self care that’s been neglected before we can begin with a growth cycle again.
How to Support Aging Parents Through Health Changes
A common experience my clients ask me about is how to handle finances once the health status of an aging parent changes. Perhaps there’s been a new diagnosis, or health event that means they need more care or it’s just time to consider assisted living facilities. These kinds of transitions can be hard, but it may be time for you to get more involved with their finances.
Guidelines for How Frequently To Check-in With Your Finances
I get questions related to how frequently should you check in on various aspects of your finances. It’s normal to want to “over check” things to have a sense of control — but when does it become just a bother? On the flip side, some people may forget (or avoid) checking in on certain items out of fear. Here are some simple guidelines for you to use to help streamline your own process for checking in with your finances.