Helping women in tech clarify their vision of a fulfilled life, and then putting a plan in place to get there.
NAMED TO INVESTOPEDIA’S 100 TOP FINANCIAL ADVISORS OF 2022 and 2023
The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. The list spotlights the country’s most engaged, influential and educational advisors.
Take control of your finances
We work together to navigate all that life is throwing at you, from managing your company stock 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.
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.
"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.