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Don't Sabotage the Bigger Picture | PowerCore.net

Don't Sabotage the Bigger Picture

As I work with my clients for a while, we need to ensure their financial goals stay congruent with their bigger picture.  If they aren’t careful, a new financial goal could be quietly sabotaging another one.  Every goal that they add has a ripple effect. Saving for a big purchase is exciting, but it needs to fit into the bigger financial picture without draining their emergency fund or stalling their retirement savings.  I have them take a step back so they can see their full financial landscape and ensure their priorities are built into the budget, not just the shiny new ones.
I’m a good referral for the couple who can get distracted by shiny new goals and may be neglecting their bigger financial picture.  Connect us, and I will take them through the process to take control of all their needs and wants while maintaining financial harmony.
Tom Wallace - Wallace Financial Coaching

Buckhead

Cumberland

Decatur

Emory

Marietta Square

North Gwinnett

North Point

Peachtree City

Towne Lake

Canton Business Leaders

Candler Park

Fayette

Sugarloaf

Whitlock Avenue

East Cobb

Milton

Virginia Highland

Brookhaven

North Fayetteville

Newnan

Paulding

South Gwinnett

down-Kennesaw

Senoia

Coaches Get The Update

When I begin working with my clients, we could begin diving into their spending plan and work out the numbers. &nbsp;However, without finding out their underlying WHY they want to make a change in the way they are dealing with money, they will not make any lasting change.
So, one of the first assignments I give them for homework is to go through an exercise to help them discover their real WHY for their finances.
Having them grounded in their WHY ensures they can stay motivated to make the changes that will last in the long run, no matter what shiny objects come across their path.

There is a distinction between efficient and effective.
<ul>
<li>Efficient means it's completed in the least time possible</li>
<li>Effective means the result is the best possible</li>
</ul>
Share a business process you use that could be done more efficiently, but would cost your clients effectiveness.
A Purple Card is five seconds — here, in this Referral Trigger, you’ll have a minute to explain.

Purple Card - Why Me | PowerCore.net

Purple Card - Why Me

3-year Pin

Even though it’s not “Easy Being Green,”&nbsp; Jimmy has succeeded in making his signature color synonymous with booking your next travel adventure.
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His mind is always thinking about how he can enhance his business as well as provide another awesome experience for his clients.
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Two questions that he wants to clear up that he gets all the time:
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<ul>
<li>Do you only do cruises?&nbsp; No, he can book any type of travel plans that you can dream up on any sea or any continent</li>
<li>How do I pay you?&nbsp; You don’t need to worry, because his fee is paid by the supplier of your travel desires.</li>
</ul>
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So, where to next? To create memories and moments
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Whether it’s a round-the-world cruise or an African safari, Jimmy D! can handle it all.
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I give you your Coach, Jimmy D!.

Travel Agent

Jerome’s been in the insurance business since 2017.&nbsp; He is a non-captive agent, which gives him more flexibility to find the best policy at the best price for his clients through multiple carriers.
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His specialty is in finding coverage for the hard-to-find niche markets.&nbsp; Especially in the commercial space.
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An interesting fact, he’s able to write policies for GA, TN, AL, NC, SC
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He enjoys what he does because he appreciates being able to help people.&nbsp; It keeps him active, and he learns something new every day.
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He spilled the beans that he will have a birthday soon, and since he enjoys traveling, he’s planning a little getaway with his wife of 40 years to celebrate.
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When he’s watching TV, you’ll likely find him rooting on the Braves, along with enjoying NFL and College football.
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I give you our very own expert in minimizing risk - Jerome Mills
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Property & Casualty Insurance

I enjoy sitting down with Jeff whenever I get the opportunity.&nbsp; He always has a great story to tell, and he is genuinely interested in what’s happening in your life as well.
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He enjoys sports and is an avid football fan, European type, not American.&nbsp; He also loves to play golf, so much so that he joined a club in Scotland and has a company that provides golf experiences for others as well.
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When I asked him about what he is looking forward to in 2024, he mentioned that he’s focusing on helping his clients be optimized in their business.&nbsp; He made the point that most of us have more capacity than we realize.&nbsp; If we think we’re at 100%, likely we have a lot more to give.&nbsp; It’s about optimizing your time to optimize your business.
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So it’s my pleasure to introduce Jeff Bartholomew.
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Business Coach

After close to 25 years in PowerCore, Jim has seen pretty much anything and everything.&nbsp; In this phase of his journey, he feels his role is more of a mentor than anything else.
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The same is true for his career.&nbsp; Spanning over 28 years, it has developed into more than just a job or career, it’s a calling.&nbsp;
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In his leisure time, you can find Jim diligently working on small-scale models of military vehicles.&nbsp; He also is reading through a nine-volume set of 1st person accounts of soldiers during World War II.
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Jim finds many of his clients lacking in critical planning for Long Term Care Income.&nbsp; Today, he will walk us through his workflow to help his clients be better prepared.
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Now I give you —&nbsp; Jim Mothorpe
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Financial Advisor

We all know Jonathan for his shy and unassuming demeanor.&nbsp; Even though quiet and reserved, every once and a while we do see him come out of his shell like his recent channeling of his inner cousin Eddie.
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It’s always great to have a chance to sit down with Jonathan and get his insight on things.&nbsp; This year he is focusing on implementing and improving systems for his business as well as gaining more focus personally.
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Jon is devoted to his family and passionate about his faith.&nbsp; He is also dedicated to providing his customers with the best services possible.
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Today he will be giving us some insight on the cost of interruptions and how to combat them.
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It’s my pleasure to introduce one who helps put the BAM in our team…Jonathan Pierce.
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Office Support Service

Fredrick is a native Georgian, born and raised in Lagrange.&nbsp; In 1986 he moved to Atlanta for a change in environment where he now lives with his wife of 23 years and two daughters.
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He always loved math in High School and originally wanted to be a math teacher.&nbsp; But after he spoke to teachers and counselors he decided on a more interesting and better-paying route as an accountant.
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He’s looking forward to growing his business in the coming year with increased networking and attending conferences.&nbsp; He’s also excited about speaking at a conference in November.
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He shared a good piece of advice related to his business — get an accountant on your team as soon as possible so you can take advantage of keeping your finances in line and advice on tax strategies and healthy business growth.
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So now here’s Fredrick.

Accounting

John grew up in near Dayton Ohio and attended THE Ohio State University.&nbsp; If you are a college football fan you can understand his excitement in the outcome of the Rose Bowl game this year and his encouraged outlook for the teams future.
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An interesting fact about John, during his days at OSU, he was in the first charter class of instructors for Adaptive Aquatics which helps disabled children and adults enjoy the water despite their disability.
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On his off time, John enjoys working out, particularly playing racketball.&nbsp; He also enjoys camping and riding bikes with his family and is a avid reader.
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His passion and knowledge about the mortgage business shines through when he talks about his work.&nbsp; His personal philosophy he gained from&nbsp;
Zig Zigler -- “You can have everything in life you want, if you will just help other people get what they want.” &nbsp;
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Now here’s John....
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Single Best Thing
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John is big on educating his customers.&nbsp; He told me “It’s all about helping the individual, not making the loan”John

Mortgage

Always great to visit with John and meeting over some good BBQ was an added plus.
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John recently won the Georgia Senior Games title in Racketball, which has qualified him for the National Games later this year.
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He and his wife are looking forward to taking their inaugural trip in their&nbsp;
brand-new camper soon and already has three trips planned for this year to break it in well.
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We talked a little about sports, and he mentioned his interesting strategy.&nbsp;
He prefers to record the games so that when he watches, he can fast-forward through the defensive parts and just watch the offense.&nbsp; Does he ever watch the defense?&nbsp; Well “it depends”
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So I give you our very own loan problem solver and sports speed reader&nbsp; - John Fortener.
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Single Best Thing
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It always strikes me that John goes above and beyond to assist his clients and advocate for their best interests throughout the loan process, no matter the situation.
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Gerald grew up in Oklahoma where he learned from his parents the value of hard work.
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This shows in the way he runs his Real Estate business.&nbsp; He mentioned the best thing about his work is the satisfaction he received is seeing families get a home that they enjoy.&nbsp; He also mentioned the system is really designed toward home ownership and he wants to help folks take advantage of that.
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Something you may not know is that Gerald has been studying for his brokers exam and he very recently passed his school test on the first try and is now focusing on the state exam.
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He is looking forward to getting back on a motorcycle this year and enjoying more of his hobby in landscape photography.
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Gerald will share today the latest on the real estate market and strategies to navigate this crazy time.
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Now here’s Gerald....
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Single Best Thing&nbsp;
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Gerald is passionate about growing his knowledge so he can provide more and more value to his clients

Residential Real Estate Agent

I always like it when I have a chance to sit down with Jerome.&nbsp; His perspective on life and business is always very insightful.
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He mentioned that he likes the insurance business because he enjoys caring for people and seeing folks fulfilled and protected.&nbsp; Another reason he enjoys fulfilling people's insurance needs is that it gives him a good perspective on people.&nbsp; Something that has served him well both personally and professionally.
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One of his loves is traveling and he and his wife are planning a dream vacation to Europe next year.
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Jerome treats people right and as he told me “it’s easy to do the wrong thing, but it takes work to do things right!”
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I give you a man who’s always working to do it right…Jerome Mills
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Growing up in Oklahoma Gerald became a diehard Sooners fan.&nbsp; He has high hopes for their chances to make the Top 4 in the playoffs this year.
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Gerald has an adventurous side, which his wife has had to get used to, but has been slowly coming around to joining in…a little bit.&nbsp; She has been on a couple of short rides on his Goldwing, but nothing too extensive. They are planning a motorcycle ride down to Key West with his wife joining him in Miami so she doesn’t have to endure the full 500 miles on the back of the bike. &nbsp;
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While cruising he enjoys connecting his helmet communications to the bluetooth on his phone, listening to a wide variety of music from rock to classical…but no jazz.&nbsp; This is probably wise, because whenever I put jazz on when my wife and I are riding in the car, she promptly falls asleep.
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He is always trying to increase in knowledge by listening to and/or viewing one podcast or YouTube video every day on Reals Estate, Photography, Videography, along with miscellaneous other topics.
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Today Gerald will be sharing one of the ways he ensures all I-s are dotted and T-s are crossed when you list a home with him, so everything runs smooth.&nbsp;
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Now I give you King Of The Road…Gerald Wessels…
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Single Best Thing&nbsp;
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Gerald is as passionate about giving his customers awesome service

Jessica was born a country girl from northwestern New Jersey in a little town that had more cows than people.
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She is passionate about being outdoors -- avid tennis player and the many facets of the Dragon Boat world whether it’s part of a rowing crew, coaching others to do the same, or pursuing her certification as a race official.&nbsp; But she is not all high energy.&nbsp; She also enjoys reading good books.&nbsp; Everything from business to some of the latest biographies.
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Jessica wants to see others do well, but not at the expense of others.&nbsp; She mentioned that “Everyone with me starts at 100% and it’s up to them to show me I’m wrong” &nbsp;
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Her energy and enthusiasm is infectious and serves well in helping others discover their best self.
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I give you Jessica Walker....
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Single Best Thing
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She doesn’t want long term clients.&nbsp; Unlike WeightWatchers and NutriSystem, she wants her clients to graduate from her program with skills, knowledge, and confidence to navigate their world with success.

Health and Wellness Coach

Talking with Brett for a short while you quickly get a sense that he enjoys people.&nbsp; He’s interested in what’s up with you and likes finding common connections.
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After 20 years in the business he enjoys helping people that want to be helped on both the how and why of real estate investing...especially the why.&nbsp; But the thing he enjoys the most from the business is FREEDOM, both financial and time.
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When we met a couple weeks age he had just returned from Sailing School near Vancouver and he was looking forward to a trip down to Gulf Shores, Alabama to spend a week Deep Sea Fishing with a friend.
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A sound bit of advise he shared during our conversation from his parents:
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”Everyone has a deep need for purpose and to make a difference in the world.”
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I’m sure he’ll be bring more good knowledge nuggets today.
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So now I give you Brett Vincent...
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Single Best Thing...
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Knowledge is Power so get your education early

Property Management

Jerome grew up in south Georgia on a farm in Bainbridge where he learn the value of hard work. &nbsp;
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His parents also instilled an ethos in him to treat people with respect, dignity, and honesty.
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He enjoys his off time working in his yard, reading, and working out at least 3 times a week so he can keep up with his 12 and 14 year old grand-boys.
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He and his wife are looking forward to celebrating their 36th year of marriage with a trip to Canada next month. &nbsp;
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When he started his insurance career in 2016, &nbsp;he was looking to work for himself and be service oriented. &nbsp;He serves his client with that same respect, dignity and honesty that he learned so well growing up...providing protection that lets them sleep well at night.
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So now I give you Jerome Mills....
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I’m excited to introduce Tom Wallace.
Tom is a financial consultant who works with families, business owners, and individuals who want more than just investment advice — they want a financial partner. Through his business, Wallace Financial Coaching, Tom helps his clients create clear, value-driven financial strategies that align with their life goals — whether that’s preparing for retirement, building generational wealth, or simply getting a handle on their financial picture.
I had the pleasure of meeting Tom for coffee, and of all the things he told me about himself, the thing that stood out was his personal experience of struggling financially. That gives him a real connection with his clients. That’s where his no-pressure, customer-first coaching-style originates. He takes time to educate his clients, simplify the process, and build long-term relationships grounded in trust and transparency.
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If you know someone who feels overwhelmed by their finances or someone who could use some help with budgeting and planning for the future, Tom’s exactly the kind of calm, knowledgeable guide they need. Please help me welcome Tom Wallace.

Marketing Consultant

After tackling $62,000 of personal debt in just 22 months with his wife, Tom Wallace discovered his passion for helping others achieve financial freedom. What started as facilitating Financial Peace University classes at his church evolved into a full-time mission to prevent others from living paycheck to paycheck in a country of abundance.
When he's not helping clients align their financial goals as couples and eliminate debt, Tom can be found in his workshop continuing his father-in-law's legacy through woodworking. He's become particularly skilled at crafting wooden pens on his lathe. A former meteorologist, Tom still keeps an eye on major weather events, though these days he's more likely to be listening to smooth jazz artists like Acoustic Alchemy while working on his next project.
Tom is an avid reader, with interests ranging from Michael Crichton novels to productivity books by thought leaders like John Acuff and Michael Hyatt. His approach to financial counseling comes from a place of deep empathy, having experienced firsthand how money troubles can strain relationships and cause sleepless nights. Today, he's proud to share that he's helped his own children graduate without student loans and has achieved a debt-free life that he's passionate about helping others attain.
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Vein Treatment

It is my pleasure to introduce Tom Wallace. I had not had the pleasure of spending time with Brian until we met Tuesday morning at Starbucks in Newnan. I decided to ask Tom some questions to get a better idea of what makes Tom, Tom.&nbsp;
1. Q. Your biggest regret?&nbsp; A. Initially, Tom stated none, and later in the conversation, he stated getting into debt in the early 2000s.
2. Q. When you were younger, say 12 years old, what did you want to be? A. Since I was eight years old, I have wanted to be a Meteorologist. I was fascinated by the weathermen on TV. (Tom learned in school that he did not have a TV personality). Tom worked in the Airforce for 12 years as a weather officer and later for the National weather service.&nbsp;
3. Q. Who has had the biggest impact on your life?&nbsp; A. My father was an extremely hard worker and worked for the same company for 35 years. The greatest gift he gave me was demonstrating how to love your spouse. If you love your spouse well, your family will be whole, and your kids will thrive.&nbsp;
4. Q. What is your 7-minute talk about?&nbsp; A. The money personalities!
5. Q. What is your favorite meal? A. Pimento Cheese sandwich!
Peachtree City's financial counselor Tom Wallace!

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Integration: Assists the MentorCoOrdinator.

Tom Wallace

Financial Counselor

Coaches Get The Update

Wallace Financial Coaching

Peachtree City Team

Introduced by:

Leadership

Membership

Don't Sabotage the Bigger Picture

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop