create an intentional financial plan that aligns your money with your values
our Values
Be Honest
At Xena Financial Planning, we’re always fiduciaries, which means we put your best interests first. Xena FP is a fee-only advisory firm and we never sell products or receive commissions. We always operate with the utmost integrity and work hard to earn your trust.
Be curious
We are lifelong learners and always striving to become better at our craft. This curiosity extends to our client relationships. Our advice is never cookie-cutter and we aim to create a plan that is unique to your needs. In the words of Walt Whitman, our goal is to “be curious, not judgmental”.
Be Kind
We treat our clients with dignity and respect and, in turn, expect the same from you. We practice deep listening and seek to honor your life experiences. We’re committed to having long-lasting, healthy relationships with all of our clients.
Be You
Above all, we encourage clients to be true to themselves. If your inner dream is to quit your job and travel the world, Iet’s find a way to make it happen! We want to have real conversations about what you want in life and would never recommend doing something that makes you miserable just for the money.
Be Inclusive
We welcome clients of all backgrounds, and aim to make financial planning more accessible to groups of people who have typically been excluded by the financial planning profession, particularly Black and Brown Americans. We are also strong advocates of the LGBTQ+ community and work with clients of any gender identity or sexual orientation.
Within the industry, we are always seeking ways to amplify the voices of women and people of color, who continue to be systemically excluded in financial services.
OUR TEAM
Affiliations
About you
Tech employees are busy. Believe us, we get it. The last thing anyone has time to do is research how their equity compensation works or evaluate investment options. We’re here to help you sift through the details, develop actions items and then hold you accountable to them. It’s easy to get overwhelmed, so we focus on one item at a time.
In addition to helping you manage any ongoing challenges, our goal is to make all this financial stuff more accessible. No idea what the difference is between whole life insurance and term life insurance? Wondering what the heck an index fund is? We will break it down in “plain English”. We don’t think there are ANY stupid questions.
We currently serve clients who work at the following companies:
