EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning Artwork

In the Suite

In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly

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EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning

August 12, 2022 • Tina Powell | Danika Wadell • Season 3 • Episode 69

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Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages.

In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financial Planning, a fiduciary financial planning firm in Seattle, Washington, focused on helping them to take control of their financial lives. Specifically, Danika works with women and their partners in the early to middle stages of their careers to help them navigate whatever life delivers. And she does it through communication, conversations, and collaboration.

Xena Financial Planning welcomes clients of all backgrounds and aims to make financial planning more accessible to groups of people who the financial planning profession has typically underserved.

Xena FP is also a strong advocate of the LGBTQ community and works with clients of any gender identity or sexual orientation. Within the industry, they are constantly seeking ways to amplify the voices of women and people of color.

One of the many gifts you’ll discover about Danika Wadell in this episode is that building relationships matters. Danika’s relationships stem from her work in the financial planning process, she strives to educate and empower clients as we develop a collaborative relationship. And in this episode, we discuss community, conversation, the art of connections, real-life tips on aligning your values & more.

Tune in to the conversation to hear all about:

(1:44) Taking your personal development to another level.
(4:38) Realizing what your self-worth is truly about.
(11:24) The beauty of community and leaning into one another.
(12:56) Humble beginnings.
(15:43) Reach personal goals, not just financial goals.
(18:59) Differentiate your landscape.
(21:38) The real questions to ask your clients.
(23:33) Lay of the land: making good financial decisions.
(34:53) Involvement in the industry.
(37:04) Resonating with people & why it’s beneficial.
(41:22) Get comfortable talking about money.
(49:29) Align your values and you will go far.

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Tina Powell

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