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

Joe and Carmen were in an endless cycle of getting out of debt but going back into debt.  They are now able to aggressively pay off their current debt, prioritize their spending, and think proactively instead of flying by the seat of their pants.  They are also able to dream about what they can save for once their debt is paid off.

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

Emergency Funds Should Be Boring

Many parts of my clients' savings plans can be exciting. Saving for retirement, dream vacations, and goals to create momentum in their overall financial plan; however, their Emergency Funds should be boring. These funds are not for growing wealth, but insurance and risk mitigation against Murphy taking up residence. The funds should be easily accessible in either a high-yield savings account or money market fund, but separate from other savings to help avoid temptation to use it for non-emergencies. If the funds are used, one of the top priorities should be to replenish the money. Having an adequate emergency fund provides peace of mind and prevents them from going into debt when unexpected “life” arises. I’m a good referral for the couple who can pay the bills as long as nothing extra crops up. Connect us, and I’ll guide them through the process to plan for “extras” and so much more. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet