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Dreams are powered by financial plans

We 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:

 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

How to Prioritize Financial Goals When You Can’t Do It All

How to Prioritize Financial Goals When You Can’t Do It All

Should you focus on paying off debt, saving for a comfortable retirement, or putting something away for starting your own venture? With so many competing financial goals, it can be hard to know what to focus on first. While every situation is different, here’s a guideline of how to prioritize your financial goals when you can’t do it all.

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Home Buying: Dealing with the Fear of Missing Out

Home Buying: Dealing with the Fear of Missing Out

Do you know the true costs of homeownership? You’re not missing out if you are deliberate in your decision making process. A home purchase should reflect and support your overall financial goals, not hinder them. Here are some things to think about.

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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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