Dreams are powered by financial plans

We help women dream big and navigate financial freedom.
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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

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Washington, DC Location
(Metro Center)
700 12th Street NW, Suite 700
Washington, DC 20005

North Financial Advisors

San Diego, CA Location
(Sorrento Valley)
9920 Pacific Heights Blvd
Suite  150 PMB 4859
San Diego, CA 92121

North Financial Advisors

How can you use your hard-earned savings to support a self paid work break?

My illuminating guidebook, The Art of the Sabbatical, is filled with stories of modern folks who had the courage and took an extended break from work. It’s chock full of thoughtful insights and journal prompts to give you resources to design your life-changing sabbatical. Grab a copy today! It will help you answer questions like:

  • How will I afford this?
  • What will my family or colleagues think of me, and how do I create a support system?
  • How do I get the most out of my sabbatical?
  • How do I return to the workforce and communicate with future employers?

From The Blog