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.
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678-590-0626
P.O. Box 692
Sharpsburg, GA 30277
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
1. Debt Elimination Plan. I guide my clients through a plan to systematically erase their debt for good.
2. Cash Flow Planning. We take a look at how they are spending their money, what's serving them well, and what needs to be tweaked to help them control their money instead of it controlling them.
3. Savings Planning. We set goals that are meaningful to them to create motivation to achieve their desired savings targets.
4. Financial Wellness Workshops. Employees who are stressed out about their money problems are not as productive, and this affects the company's bottom line. I have a series of workshops that will educate, empower, and motivate employees so they can get better at handling their money as well as get the assistance they need to thrive.
My favorite is Cash Flow Planning because this is foundational to an effective plan for handling money in the household. Once they can control their money they are no longer tied to the "I Have To Pay" mentality.
Referral Trigger Response
When my clients begin working with me, one of the first exercises I take them through helps them connect to WHY they want to make these financial changes in their life.
When they have a clear vision of what they want, once the excitement of a new plan wears off and they are in the messy middle of working the process, this gives them a source of motivation.
A strong purpose will remind them of why the effort is worth it, even when a challenge crops up. Change isn’t easy, but when they see the value in the journey and understand why it’s necessary, finding the strength to keep pushing forward is easier.
I’m a good referral for the couple searching for help taking control of their money. I can guide them through the process that will give them control, contentment, and peace.
Tom Wallace - Wallace Financial Coaching
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Financial Services | Finance
Financial Counselor
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