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
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
Should You Cash in on the Gig Economy?
Today, more than a third of Americans are working in the gig economy — loosely defined as those who work a series of freelance or short-term jobs rather than one full-time job. Whether out of necessity or due to the independence the world of freelance provides, it’s safe to say the gig economy won’t be going anywhere for a while. If you’re on the fence about cashing in on the gig economy, consider these reasons to give it a shot.
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Who’s the Boss? Are You Working for Your Money or Is Your Money Working for You
“Make your money work for you” is among the most common pieces of personal finance advice shared, but what does it actually mean? And more importantly, how can you do it? While there is no single way of doing it, we’ve outlined a few ways that you can use to get your money working — as well as a few mistakes that could be preventing your money from working as hard as it could.
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How to Balance Your Current Self With Your Future Self
When it comes to decision-making, it’s not uncommon for there to be an internal tug-of-war between the needs of our present self and our future self. This battle is particularly pronounced when it comes to managing finances. Fortunately, there are strategies you can use to enjoy life now while still keeping your future self top-of-mind.
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