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

In September, summer vacations are over, kids are back in school, and people begin to refocus on goals and habits they may have neglected.  So, in April, I will start to reinforce that financial goals aren't a one-and-done, but they need to be focused on all year.  Maintaining momentum toward a goal requires steady focus.  If that focus hasn't been strong, don't spend energy with "I wish I had's" and "if I only had's".  Dust off and regain the focus and momentum to reach those goals.

Referral Trigger Response

Peachtree City Team

Introduced by:

Joined on 09/13/2021

Leadership

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

Membership

3-year Pin 09/25/2024

Team

What you think about money

Take a moment and jot down the first five words that pop into your head when you think about money…

This simple exercise can help my clients uncover what money really means to them.

This helps them identify where these beliefs come from, like past experiences, family values, etc. This opens the door to exploring why they make the financial choices they do. There might be hidden beliefs holding them back from reaching their goals.

The next question I ask them is, what thoughts around money might not be serving you well? This exercise helps them reconnect and redefine what financial success truly looks like for them.

I’m a good referral for the couple who are struggling with making progress on their financial goals. Connect us and I can help them dig deeper into what’s holding them back.

Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet