Where women in finance rise to lead change.

Xena Rising introduces “The Gathering”:

A Retreat for Women Reimagining Finance

Rest. Connect. Catalyze.

The Gathering is a 3-day retreat designed for women shaping the future of finance - founders, firm leaders, and change-makers who believe our industry can (and must) do better.

This isn’t another conference or panel marathon. It’s a pause, a chance to exhale, connect deeply, and return to your work with renewed clarity, courage, and community.

Join the Movement.

Limited to 10-14 participants to keep it intimate, intentional, and restorative.


Dates, location, and registration details will be released soon… but you can join the interest list now to be the first to know when applications open.

Why We’re Coming Together:

Women in finance are often carrying it all: clients, teams, families, and visions for a more inclusive industry.

We need space to breathe - and to dream about what’s possible when values-driven leaders come together.

This retreat offers:

  • Rest + Renewal: Slow mornings, nourishing food, meaningful conversation, and a little laughter around the fire.

  • Connection + Collaboration: Share stories, challenges, and hard-won wisdom with women who truly get it.

  • Action + Impact: Leave with tangible ideas and accountability to spark change within your firm, community, and the broader industry.

Who It’s For:

  • Women leading or building financial planning firms.

  • Advisors driven by purpose, not just profit.

  • Those craving honest conversation and collective growth.

  • Anyone ready to create a more equitable, human-centered future for our profession.

What You’ll Take Home:

  • A renewed sense of alignment and energy

  • Meaningful relationships with peers who inspire and challenge you

  • A few big ideas… and the courage to bring them to life

  • A reminder that you’re not alone in this work

Our story

Hi, I’m Danika, a financial planner, firm owner, and eternal optimist about what’s possible when women come together.

Over the years, I’ve met so many brilliant women in our field - advisors, founders and change-makers doing courageous, human-centered work, yet often feeling isolated inside an industry that doesn’t always reflect our values or our voices.

Xena Rising’s The Gathering was born from a desire to change that- to create space where women can connect deeply, refuel, and reimagine what leadership in finance can look like.

This retreat is both a pause and a spark - a chance to reconnect with yourself, recharge with peers, and return home ready to lead change with renewed purpose and clarity..

With warmth and solidarity,
Danika Waddell, CFP®
Founder, Xena Rising