WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Xena Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

REGISTRATION INFORMATION

Xena Financial Planning, LLC is a registered investment Adviser with the Securities Exchange Commission. Xena Financial Planning may not transact business in states where it is not appropriately registered, excluded or exempted from registration. 

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

DISCLOSURE STATEMENT

Investment advisory services provided by Xena Financial Planning, LLC. Nothing presented on or through this website is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this website includes content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive such personalized advice.

Nothing contained on this website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this website, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.

Please contact us at or 503-714-7357 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Xena FP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current firm brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.