Being in control of your finances is empowering

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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

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.

Hourly
advice

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

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.

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Life Planning aka “Financial Planning Done Right.”

When I was about 13 years old, my mother attended a weekend spiritual retreat, and I tagged along with her. While on the retreat I had a powerful experience in
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Where do I even start with my RSUs?

One of the most common issues facing my clients is how to manage their equity compensation, specifically restricted stock units (or RSUs). If you work in the tech industry, there’s
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Open Enrollment is Here Again!

It’s October and that means pumpkin spice lattes, Halloween decorations and…open enrollment time.  For many of us, this is the month when we have the chance to make decisions about
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