Guiding women in tech to forge their own paths
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Now Accepting Applications for a Limited number of new clients
Take control of your finances
Xena Financial Planning is a fiduciary, which means we always put your best interests first. We are a fee-only advisory firm and never sell products or receive commissions. We always operate with the utmost integrity and work hard to earn your trust.
We focus on women and members of the LGBTQ+ community who are in the tech industry and receive equity compensation, typically in the early to mid-career stages. We especially love to work with people who are passionate about giving back to their communities and care about the future of our planet. We work together to navigate all that life is throwing at you, from managing your company benefits to setting up a structured charitable giving plan. Spend more time doing what you love and less time worrying about your finances with a strong and dynamic financial plan in place.
"Without leaps of imagination, or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning."
How we can work together
Ongoing Financial Planning
An ongoing working relationship means you aren’t overwhelmed by a “one-off” hundred-page financial plan, and allows us to calibrate the plan as your life inevitably changes. We work best with clients who are curious and want to be engaged in the planning process and who are seeking a long-term, collaborative relationship.
Danika Waddell, CFP® (she/her)
Founder and Lead financial planner of Xena Financial Planning
Danika founded Xena Financial Planning in 2020 to better serve the needs of women working in the tech industry. She’s passionate about helping her clients create their most fulfilling lives, supported by a strong financial foundation.