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

My essential tools:

1.  Scheduling software - ensures clients and prospects can find a time to meet that's convenient for them and doesn't conflict with anything I have scheduled.

2.  My resource library, I call The Assistant Financial Coach - Once a client is onboarded, they have access to my 15-Minute Spending Plan along with over 80 video and exercise modules to enhance and augment the discussions we have during our sessions.

3.  Zoom - I do all my coaching sessions virtually.  This is more efficient for both me and my clients, not having to travel to a meeting.  Also, it gives an added level of privacy to our discussions.

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

Learn from your financial mistakes

Everyone makes financial mistakes. However, they teach valuable lessons. They are the tuition payments in the school of money management. I tell my clients, the key is to learn from mistakes instead of repeating them or letting the shame paralyze them. Beating themselves up over past mistakes is wasted energy that can be better used to gain momentum toward their financial goals. Focusing on what they can control today in their spending, saving, and investing choices will serve them much better in the future. What matters most is to keep moving forward and making better choices each day. I’m a good referral for the couple who are troubled by past financial decisions that didn’t turn out well. Connect us, and I’ll guide them through a process to move forward, take control, and find financial peace. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet