My parents were small business owners, and I learned to balance a business checkbook by the age of 13. I spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. I then took the leap to start my own business helping women and entrepreneurs plan for their futures. With offices in both Washington D.C. and San Diego, I am available to meet with you if you live in either region. I also work via virtual screen sharing and video conference so we can work together no matter where you live. My book, The Resiliency Effect includes actionable advice and exercises, as well as chapters dedicated to realizing common dreams such as how to change careers, take a sabbatical, or start a business.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Registered Life Planner (RLP)
Affiliations
Fee Only Network
Financial Planning Association
XY Planning Network
Primary Location
4648 Park Blvd, San diego
Additional Locations
📍 700 12th Street NW, Suite #700, Washington, DC 20005
I only bring on a few new clients every year. I do my best work with people who are ready to embrace all their possibilities and options and build resilience for the future. Does that sound like you? Let’s chat more in a free 30-minute session. During this session, we will talk specifically about what we can do to help you build resilience and wealth for the future. Use the 'Book Intro Call' button above to review my services and fees so you have a better idea of what to expect, then schedule a time for us to chat and fill out a short profile to make our phone discussion as productive as possible. I look forward to talking soon!
Offers Investment Management
Yes
About our Firm
North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and find more financial freedom in their lives. We are fiduciaries, which means we're about helping you find solutions that work for you, not about selling you things.
If you’re like many of our clients, you probably have several competing financial goals and priorities. Maybe you want to start a business one day, but you’d also like to spend some time traveling. We'll work with you to further define and rank your goals and create a plan to get there. We will encourage you every step of the way to DREAM BIG while helping you navigate your finances as life changes.
We have offices in San Diego, CA and Washington, DC, and because we utilize virtual technology, we work with people across the country.
Education
University of Texas at Austin, Bachelor's Degree, Political Science and Government | Georgetown University - The McDonough School of Business , MBA
Volunteer Experience
One of the reasons I love working for myself is I can plan my own schedule and give back time to causes I appreciate. Financial literacy is one of those causes for me and I like to get involved by providing financial planning workshops to local organizations and volunteering with Savvy Ladies.
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.