North Financial Advisors LLC
North Financial Advisors is a boutique financial planning firm with offices in Washington, DC (Metro Center) and San Diego, CA (Gaslamp) and serving clients virtually in between. We provide fixed fee financial planning advice with no minimums to women and those who are planning to start businesses. We are fee-only which means no product sales or commissions. For comprehensive planning, fill out this form so we can get to know you better. Then we'll reach out to schedule a free 30 minute getting-to-know-you session to see how we can help you sort through your financial goals and provide accountability in achieving them. If you'd rather work on one particular issue, schedule a mini financial planning session to discuss things like buying your first home or sorting through your new employee benefits.
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