Tom Wallace

Tom Wallace

Financial Counselor

678-590-0626

I've been married for over 44 years. I have two adult children and 1 grandson (so far). I'm an avid Chicago Bears fan. I enjoy woodworking. I love the outdoors and enjoy fitness activities like running, cycling, and swimming.

Member

How to Benefit from an Association 08/04/2023
How to Build a Referral Marketing Plan 03/03/2023
GateOpener Workshop 07/18/2022
Best Client Workshop 05/16/2022
7-Minute Presentation Workshop 03/21/2022
How to Benefit from an Association 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
Fill the Filing Cabinet Workshop 12/20/2021
InfoMinute Seminar 11/15/2021
Orientation Essentials 11/15/2021

Development

Angel Officer 10/09/2024
Coach

Contribution

Wallace Financial Coaching

Wallace Financial Coaching

678-590-0626

P.O. Box 692
Sharpsburg, GA 30277

Website

My clients want to be able to talk with their spouse about money without it turning into a fight. Know where their money went at the end of the month is important. They are planning (and paying) for their next vaction before they go on their trip.

Company

INTROMinutes I've Received

INTROMinutes I've Given

Over the past few weeks, I’ve had a series of InfoMinutes on losing focus when it comes to working through the process of getting out of debt and making progress on financial goals.

I've been sharing remedies to reenergize momentum and regain focus on the process.

This is a good cue when folks share that they are having trouble staying motivated in their goal to “do better with their money.”

Staying on this for the six weeks will give the needed repetition for team members to remember and recall the reenergizing tips.

 

Referral Trigger Response

Peachtree City Team

Introduced by:

Jim Mothorpe CFP(R)

Jim Mothorpe CFP(R)

Joined on 09/13/2021

Leadership

TeamCoOrdinator 08/05/2022
ParticipationCoOrdinator 04/08/2024
MentorCoOrdinator 04/03/2025

Membership

3-year Pin 09/25/2024

Team

Look Back to Gain Momentum

As I work with my clients, motivation can wane just because the process can get a little boring. New habits are great, and consistency is a key, but as time goes by, they may drift a bit into old habits or not be consistent with the process. This is when I encourage them with a way to give a boost to their motivation. A review of the progress they have made is a great way for them to look back and focus on how far they have come instead of how far they have to go. This little mindset shift rekindles excitement to keep pushing through the process even if the end is a ways off. I’m a good referral for the couple that is a little bogged down in the messy middle of clearing up their finances. Connect us, and I can help them get re-energized so they stay motivated, see real progress, and find peace. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet