Cathy Curtis, CFP®, sits down with Danika Waddell, CFP®, founder of Xena Financial Planning, for a heart-forward conversation about courage, community, and building a career that feels truly meaningful. Together, they explore Danika’s bold approach to speaking up in hard moments, the intentional 50/50 merger that reshaped her firm, and the inclusive, woman-centered culture she’s cultivated along the way. Danika also opens up about the power of masterminds and study groups, the importance of supporting and retaining women in the profession, and her newest passion project, Xena Rising — a retreat and community designed to help women elevate the industry.

[02:39] Danika's Advocacy for Diversity, Equity, and Inclusion

[08:42] Building an Inclusive Firm Culture

[11:39] Attracting a Diverse Client Base

[15:22] The Power of Mastermind Groups

[19:58] Merging Firms: The Journey to Partnership

[32:46] Family Dynamics and Career Impact

[37:24] Danika Waddell on Mentoring and Giving Back

[40:16] Public Speaking and Personal Growth

[45:53] Introducing Xena Rising

[48:55] Changing the Industry for Women