Dreams are powered by financial plansWe help women dream big and navigate their financial freedom. Find Out How
Who 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:
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
700 12th Street NW, Suite 700
Washington, DC 20005
North Financial Advisors
San Diego, CA Location
704 J Street
San Diego, CA 92101
North Financial Advisors
The new year is always a time that we renew ourselves and take a look at new habits we want to create, changes we want to make, and look at goals we have for ourselves. Instead of simply doing the work to state our goals, I love the idea of working through objections our brain will put in our path to keep us in the safe status quo. Here’s an excellent worksheet you can use to set yourself up for success in 2021.
Because of the pandemic and with so much going on this year I think many folks have been searching for good financial information online to help them organize their financial life, make better financial decisions, and plan for contingencies and life changes. I’m grateful to be a source of unbiased and professional advice out there, so, I wanted to put together a list of the Most Read Posts from the year. In this post, I also detail some big wins and updates on North Financial from the year.
A question that’s been coming up with clients in their 30s and 40s lately is, “I keep hearing so much about compound interest, and I’ve been saving extra for years, but I don’t actually see the compound growth yet, what’s going on? When can I actually retire?” Check out this blog post for charts that illustrate how long it takes to see your investments compound.