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
With many businesses asking employees to return to the office this fall (if they haven’t already) lots of us are asking the question — can I continue working from home? If you’ve hit a dead end with your employer over negotiating return-to-work policies perhaps you’re one of the millions thinking about quitting as part of the so-called “Great Resignation.” I wanted to put together a checklist of things to think about in your budget so you can determine whether you can afford it.
Personal financial insecurity isn’t always caused by a lack of financial resources it’s more often caused by problems allocating those financial resources. You may have heard of an emergency fund, but can you name what an acceptable use for your emergency fund should be? In this article, learn about the difference between planning for infrequent expenses and planning for contingencies or emergencies. By the end, you’ll have a much better handle on just how much savings you need and where to put it.
It’s common for people to view the entrepreneurial journey as a grind that will will sap you of your life and your energy because you’ll always be focused on the hustle of the job. I’m here to say it doesn’t have to be that way! There are lots of things we can do to get more of our energy back, set boundaries, and reset so that we’re in a better place to do our jobs well and serve our customers/clients too.