Being in control of your finances is empowering
Let's get to work
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."
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.
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 is for clients who are seeking advice on a specific topic. It is not intended to be comprehensive or ongoing.
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.