Tom Wallace

Tom Wallace

Financial Counselor

678-590-0626

I've been married for over 43 years. Have two adult children. I'm an avid Chicago Bears fan. I enjoy woodworking. I love the outdoors and enjoy fitness activities like running, cycling, and swimming. I also participate in triathlons.

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

Coach

Contribution

Wallace Financial Coaching

Wallace Financial Coaching

678-590-0626

P.O. Box 692
Sharpsburg, GA 30277

Website

I've walked the journey from deep in debt to being debt free, so I understand both the emotional and financial struggle with debt. I guide families struggling with money through a simple plan of action to take complete control of their finances.

Company

INTROMinutes I've Received

INTROMinutes I've Given

My clients Dan and Tiphanie came to me struggling with debt and not having direction for their finances.  During our three months together they were able to get rid of several of their debts, get on a consistent proactive budget, and begin to build their savings.  One of the key things that they accomplished during our time together was a mindset shift on how they were spending money and setting priorities for common goals.

Referral Trigger Response

Peachtree City Team

Introduced by:

Joined on 09/13/2021

Leadership

TeamCoOrdinator 08/05/2022
ParticipationCoOrdinator 04/08/2024

Team

Money Mindset #4

Having a clear understanding of what a client want to achieve financially is crucial for developing a positive money mindset.

Goal setting exercises provide clear direction for their financial journey, making it easier to align their daily actions with their long-term financial aspirations.

  1. Goal Visualization. Imagining their financial future, visualizing daily actions and creating a vision board showing images representing their financial goals.

  2. SMARTER Goal Creation. Ensure their financial goals are Specific, Measurable, /actionable, Risky, Time-Keyed, Exciting, and Relevant. Then breaking them down to smaller, more manageable steps and regularly reviewing and adjusting to stay on track.

I’m a great referral for the couple who struggle with financial goals. Connect us so they can envision a brighter financial future.

Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet