Stacie Wallice CDFA®, CMFC®

130 Milestone Way, Suite C
Greenville, SC 29615

864-208-9140 x1

Financial Planning for Women

A meaningful conversation

A meaningful conversation

Learn how we empower women to take charge of their finances by patiently listening to questions, educating on financial topics and offering our Sage advice from years of experience. Let us be a partner in your journey. 

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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