We Want To Help You…
Dream Big
- Make sure you have enough to retire early or start your business
- Payoff debts and create a savings plan to stick to
- Set goals for savings, big purchases or investing
Find Financial Freedom
- Save time and get smarter about your finances
- Stop worrying and start following easy tips for saving or investing
- Understand what your retirement funds are invested in and whether you’re saving enough
Navigate Life Changes
- Budget properly and take advantage of all the benefits offered at a new job
- Get on the right financial footing to start your own business
- Evaluate financial changes related to marriage and children
About Us
North Financial is boutique financial planning firm based in Washington, DC and San Diego, CA that serves clients virtually. We specialize in providing effective and affordable fee-only advice to women and entrepreneurs. We focus on the big questions like what would it take for me to save enough to leave my job? What types of insurance and retirement issues should I look into now that I’m self-employed? We dive into your goals and values related to money and provide a comprehensive financial plan to get there.
Cady North CFP®
Founder | CEO
“Whether you like it or not, you’re the chief decision maker for your financial life. Unfortunately, managing finances and sorting through the massive amounts of financial information out there takes a lot of time. Throw in a big life change and finances can start to be overwhelming. Working with a financial advisor makes sense because you’ll always have an expert to tap into to help you plan, make the right decisions and ensure you stay on track.” More about Cady >>
Thinking of starting a business this year?
To give your business the best chance of success, you need to make sure your personal finances are rock solid, plan for uneven revenue, and replace benefits your currently getting at work. To make sure you’re not forgetting anything, enter your name and we’ll email you a copy of this helpful checklist to help get you financially ready to start your 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
(Gaslamp)
704 J Street
San Diego, CA 92101
North Financial Advisors
Correcting Three Myths About Funding your Business
When starting a business there are many funding options to research. However, you may be surprised to find out that most funding options don’t open up to small business owners until you’ve been in business for 2 years or more. Self-funding much of your start-up costs is inevitable, so it’s best to research bootstrapping options now.
read moreHow to Keep Business Start-up Costs Low
Here’s a secret. The most successful businesses I know spend the least amount of money, especially in their first years. This concept of “you have to spend money to make money” is false. If you control spending early on you’ll become profitable faster. You won’t have to beg for business to cover your expenses and you’ll buy yourself more options down the line to put the right people and services in place to maximize your business when the time is right. Plus, your personal finances will improve too.
read moreAvoid This Common Business Planning Mistake
Here’s a common scenario I see in business planning: Before you’ve completed any real market research to validate if your idea would work, you’re thinking about color schemes and names, what your website and logo will look like or where the business will be located. This is a big mistake because it means you’ll likely spend money and time on an idea that might not work. This is how you prevent it.
read more