The Top Financial Mistakes Women Make (And How To Avoid Them)
Release Date: 07/01/2025
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info_outlineHow you manage your money speaks volumes about your future…more than any salary ever will.
In this episode, I chat with Stephanie Adams, CFP, a private wealth advisor at Blue Trust, about why many women avoid critical financial conversations.
Remember, no one cares about your financial well-being more than you do. Start by creating a simple one-page net worth tracker, knowing what you own and owe, and protecting your assets before marriage.
You don’t have to wait until you feel "ready" to take control of your financial life. Just take that first step!
Let’s rewrite your financial story together. Tune in to the episode of the Happy Life Agenda.
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Stephanie Adams is a private wealth advisor for the Private Wealth Division of Blue Trust. As a CERTIFIED FINANCIAL PLANNER TM certificant and an experienced wealth advisor to individuals, families, and businesses, Stephanie uses her objective perspective to help clients make wise financial decisions
to experience clarity and confidence and leave a lasting legacy. Stephanie started her wealth management career in the Orlando office of Blue Trust in 2012, serving athletes and private wealth clients. She then worked for RGT
Wealth Advisors in Dallas, TX for five years. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER TM professional.
Stephanie is a long-time member and leader of Bible Study Fellowship.
Connect with Stephanie Adams, CFP
LinkedIn: https://www.linkedin.com/in/sjadamscpacfp/
https://www.linkedin.com/company/bluetrustwealth/
Instagram: https://www.instagram.com/_bluetrust/
Facebook: https://www.facebook.com/bluetrustfinancial/
Dani Cee is a Women’s Empowerment Consultant who leverages her experience as a Chief Marketing Officer to support women in growing their business, career, and embracing their brilliance to shine in their purpose. With nearly 20 years working in wellness, fitness, and healthcare, she excels at crafting compelling stories and digital strategies that bring people together with intention.. Dani specializes in content strategy, campaign management, and leadership development, helping organizations expand their reach and transform lives. Dani is dedicated to empowering individuals to discover their authentic self and live a purpose-filled life.
Connect with Dani Cee:
Website: https://happylifeagenda.com/
LinkedIn: https://www.linkedin.com/in/daniellectworek/
Instagram: https://www.instagram.com/happylifeagenda/
X: https://x.com/happylifeagenda
Facebook: https://www.facebook.com/people/The-Happy-Life-Agenda/61565505746323/
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