We were lucky to catch up with Shana Adams recently and have shared our conversation below.
Shana , so good to have you with us today. We’ve got so much planned, so let’s jump right into it. We live in such a diverse world, and in many ways the world is getting better and more understanding but it’s far from perfect. There are so many times where folks find themselves in rooms or situations where they are the only ones that look like them – that might mean being the only woman of color in the room or the only person who grew up in a certain environment etc. Can you talk to us about how you’ve managed to thrive even in situations where you were the only one in the room?
I’ve learned that being the only one in the room who looks like me is not a disadvantage it’s an opportunity. Early on, I realized that my presence in those spaces wasn’t just about me; it was about representation, breaking barriers, and proving that excellence knows no boundaries.
To be effective and successful, I focus on three key things: confidence, preparation, and connection. Confidence means owning my expertise and trusting that I bring value to the table, no matter who else is in the room. Preparation ensures that I walk into every meeting, negotiation, or opportunity ready to deliver because being underestimated is common, but being unprepared is not an option. Lastly, I prioritize connection. Even in spaces where I may feel like an outsider, I find common ground, build relationships, and let my work speak for itself.
I also remind myself that every room I step into, I’m opening a door for someone else. That keeps me grounded, focused, and motivated to not just take up space, but to leave the door open for others to follow.
Thanks, so before we move on maybe you can share a bit more about yourself?
I’m Shana Adams, the founder of Rise Financial Boutique, where I specialize in tax preparation, financial planning, and business management services. I work with high-income earners, truckers, small business owners, and entrepreneurs to help them maximize tax savings, structure their businesses properly, and build long-term financial success. But my passion doesn’t stop at finances—I also bring my creativity to life through Joyful Vessel Gift and my Boutique Bestie Consultant service.
What makes my work exciting is the ability to help people win in every area of their business and financial life. I simplify taxes, I help business owners create strategies for growth, and I bring joy through customized gifting solutions. With Joyful Vessel Gift, I design beautiful, custom gift baskets and personalized gifts that make every occasion special, whether it’s corporate gifting, birthdays, or just a thoughtful surprise.
On the business side, I’ve expanded my services with Boutique Bestie Consultant, where I help boutique owners and aspiring entrepreneurs navigate the fashion and retail industry. From business formation to vendor connections, inventory planning, and marketing strategies, I work alongside boutique owners to ensure their brands thrive.
Here’s what’s new and exciting:
• Rise Financial Boutique is rolling out new tax strategies and planning services designed to help business owners and high-income earners keep more of their money.
• Joyful Vessel Gift is launching custom corporate and holiday gifting options, perfect for businesses and personal celebrations.
• Boutique Bestie Consultant is offering specialized coaching and business management services for boutique owners who need guidance on scaling their businesses.
• JJT Courier Service is continuing to expand to provide seamless, local delivery solutions.
At the core of everything I do is a commitment to helping people elevate their businesses, finances, and lifestyle. Whether it’s making tax season stress-free, curating the perfect custom gift, or helping boutique owners thrive, my goal is always to deliver solutions with expertise, creativity, and a personal touch.
If you’re looking for a financial expert, boutique business mentor, or custom gifting specialist who brings strategy and style to everything she does, let’s connect!
If you had to pick three qualities that are most important to develop, which three would you say matter most?
Markets shift, industries evolve, and sometimes things just don’t go as planned. The ability to adapt, learn quickly, and find creative solutions has helped me navigate challenges and keep growing. Whether it was shifting my tax firm’s strategy, expanding into boutique consulting, or learning new skills to keep my businesses competitive, adaptability has been my superpower.
Advice: Stay curious. Be willing to learn new skills, embrace technology, and think outside the box. If you’re early in your journey, focus on developing a problem-solving mindset and don’t be afraid to ask for help or invest in knowledge.
2. Financial Literacy & Business Strategy
Understanding money, taxes, and how to structure a business properly has been a game-changer. A lot of people have great ideas, but they struggle because they don’t have the financial knowledge to sustain their success. Mastering tax strategy, budgeting, and business planning has allowed me to not only build multiple businesses but also help others do the same.
Advice: If you’re starting out, learn the basics of business finances—how to track expenses, manage cash flow, and legally structure your business. Even if you plan to hire professionals later, knowing how money works in your industry will set you apart.
3. Relationship Building & Community Engagement
Business isn’t just about transactions; it’s about connections. Whether it’s with clients, vendors, or other entrepreneurs, relationships open doors that skills alone can’t. I’ve built my businesses through word-of-mouth, referrals, and strong relationships because people trust who they connect with.
Advice: Network strategically—not just for what you can gain, but for what you can give. Build genuine relationships with people in your field, be active in your community, and stay authentic in everything you do. Your reputation and relationships will carry you further than any marketing strategy.
At the end of the day, success is a combination of learning, adapting, and building strong connections. If you focus on these three things, you’ll be well on your way to creating something that lasts!
How can folks who want to work with you connect?
Collaboration & Partnership Opportunities
Absolutely! I’m always open to collaborating with like-minded individuals and businesses who align with my mission of financial empowerment, business growth, and creative entrepreneurship.
Who I’m Looking to Collaborate With:
• Financial & Tax Professionals – Accountants, tax strategists, and financial planners who want to partner on tax planning, business strategy, or financial education initiatives.
• Boutique Owners & Fashion Entrepreneurs – I work with boutique owners through Boutique Bestie Consultant to help with business formation, vendor sourcing, marketing strategies, and operational support.
• Gifting & Corporate Branding Experts – If you’re in the gifting or branding space, I’d love to connect for custom collaborations through Joyful Vessel Gift, whether it’s curated gift sets, event gifting, or corporate partnerships.
• Small Business Owners & Entrepreneurs – I’m open to partnering on business development, educational workshops, or joint ventures that help entrepreneurs start, grow, and scale successfully.
• Event Planners & Community Leaders – Whether it’s financial literacy workshops, tax education events, or business networking meetups, I love being involved in events that provide value to the community.
How to Connect:
If you’re interested in collaborating, you can reach me at:
📧 Email: [email protected]
📍 Office Location: 403 First Street East, Suite D, Humble, TX 77338
📱 Phone (Text or Voicemail): 713-396-3305
I believe in building real, meaningful connections, so if you have an idea, let’s talk and see how we can make an impact together!
Contact Info:
- Website: https://www.risefinancialboutique.com
- Instagram: @risefinancialboutique @joyfulvesselgift
- Facebook: @risefinancialboutique @joyfulvesselgift
so if you or someone you know deserves recognition please let us know here.
