Dreams are powered by financial plans
We help women dream big and navigate financial freedom. Find Out HowWho 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
(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?
10 Things You May Not Have Thought to Outsource as a Child-free Woman
Money can’t buy happiness, right? Well actually, money can buy us things that help us get back the one thing we can’t make more of….TIME. As a child-free women your outsourcing needs are going to differ from families with kids, so let’s take a look as some ideas for what’s possible.
How to Talk to Your Parents About Their Finances
Unless you’ve spoken to your parents extensively about their finances, almost everyone thinks they will have to support their parents in some way in the future (housing, health/caretaking, or finances). In fact, 4 out of 5 millennials and generation x-ers worry about having enough money to support themselves and assist their parents. But based on my experience working with clients it’s not usually as bad as you think. Here are some tips for learning more about your parents financial situation so you can adjust your own financial planning.
Sneaky Ways To Give Yourself A Raise Without Asking Your Boss
Inflation has got everyone thinking about expenses lately, but what about your income? Did you know that how much you get paid is under your control more than you think? The reason? Taxes. Your stated salary is only one factor that determines your take home pay. You can increase and decrease your take home pay simply by making some of these adjustments.