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
Focus on What You Can Control During a Crisis
COVID-19 is affecting employment, economic growth, markets, or our health. It’s scary and there’s a lot of anxiety out there, especially around finances. However, when we focus on the things we can control, it can help us get through this difficult time. Here is a list of things to consider with your finances as well as potential relief programs.
6 Powerful Questions to Help You Get Unstuck
We all get stuck from time-to-time. Sometimes we’re stuck for a week or a month, and other times we get stuck for years. I see it with clients most often on financial and career moves. The way to get unstuck may seem counterintuitive: you must spend time thinking about the obstacles that can get in the way. Here are the 6 questions you can ask yourself to arrive at ways to acknowledge and remove the obstacles.
How To Leverage Your Salary To Create A Better Work Life
When we reach a point where burn out and overwork are front and center in our work life, it’s time to make a change. However, there are lots of ways you can leverage your current salary to live a great life both now and in the future. It’s all about getting creative. In this article we provide some concrete ways you can start making a change and it probably won’t take as long as you think.