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
What happens if achieving your goals didn’t make you happy?
Everybody talks about working hard to achieve goals. But what happens when you get there and it’s not all it was cracked up to be? I created this 6-part video series and guidebook to help you explore what's next.
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
The Surprising Metric You Shouldn’t Focus on Too Much in Business
Revenue, is the one surprising metric you should really stop focusing on in business. Revenue is misleading since revenue alone doesn’t indicate profit. When you focus on controlling costs instead, you set yourself up for business success. Here’s why that matters: when your business is successful, it translates to personal financial success and growth as well.
Top 5 Challenges Facing Breadwinning Women — and How to Overcome Them
Managing money as a household it challenging. Surprisingly, it can be even more challenging when the woman makes more. And given that the woman makes more in most of the couples I work with, I wanted to share some of the top challenges I see and ways to cope with them.
What You Should and Shouldn’t Spend Money on Your First Year in Business
If you’re in the early stages of starting a small business, it can be overwhelming to figure out where to invest your limited cash and resources. Here are some tips for discerning what to focus on and what to skip for now.