Being in control of your finances is empowering

Let's get to work

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Take control of your finances

Spend more time doing what you love and less time worrying about your finances with a strong and dynamic financial plan in place.

Xena Financial Planning is a fiduciary, which basically means I put your best interests first. I am a fee-only advisor and never sell products or receive commissions. I always operate with the utmost integrity and work hard to earn your trust.

"Without leaps of imagination, or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning."

Gloria Steinem 

How we can work together

Hourly
advice

Hourly advice is for clients who are seeking advice on a specific topic. It is not intended to be comprehensive or ongoing.

Ongoing Financial Planning

This is for clients who are seeking a long-term, collaborative relationship . I believe this is the most effective form of financial planning engagement for the vast majority of clients. 

Investment
management

Want help managing your accounts? This is for clients who don’t have the time or aren’t interested in doing it themselves.

Danika Waddell

Founder of Xena Financial Planning

I focus on women who are in the tech industry, receive equity compensation or are small business owners, typically in the early to mid-career stages. You’ve got a lot on your plate already, and my goal is to help you make sense of it all. We work together to navigate all that life is throwing at you, from managing your company benefits to making sure you have the right amount of insurance coverage.

recent articles

Xena Financial Planning blog introduction

Xena Financial Planning is Born!

Welcome to Xena Financial Planning (Xena FP). I am so very glad you are here! Allow me to introduce you to my new firm. I honestly did not set out
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Xena Financial Planning blog refinance

Should I refinance my mortgage?

It seems like everyone I know is asking this question right now. Mortgage rates are at an ALL TIME LOW As of July 2, 2020, Freddie Mac reported that 30-year
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Xena Financial Planning blog rainy day fund

How much emergency reserve do I really need?

The conventional wisdom for an emergency reserve is about 3 to 6 months of living expenses, typically kept in a liquid, FDIC-insured account. So just how do you calculate “living
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