))
EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning
Manage episode 337708930 series 2798085
Content provided by Tina Powell | Intention.ly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tina Powell | Intention.ly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
Links:
- Xena Financial Planning
- Danika Waddell - LinkedIn
- Danika Waddell - Twitter
- XYPN
- NAPFA
- Michael Kitces – The Past, Present & Future of Financial Advice with Patrick O'Shaughnessy
- Association for African American Advisors
- Amazon Smile
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at tina@growintentionally.com
86 episodes
Share
