Tom Wallace

Tom Wallace

Financial Counselor

678-590-0626

I've been married for over 46 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. Knowing where their money went at the end of the month is important. They are planning (and paying) for their next vacation before their trip.

Company

INTROMinutes I've Received

INTROMinutes I've Given

What did they say they needed?

 

Shelly came to me because she wanted to take control of her money and get out of debt.

 

Why did you think that was important to them?

 

She wanted to be able to retire in three years.

 

At the core, what did you discover truly mattered to them?

 

She wanted to be able to trust herself with her own financial decisions so she wouldn’t have to worry about her future.

 

 

 

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
100% Club 06/24/2026

Membership

3-year Pin 09/25/2024

Team

The time is now!

I can really use your help, but I need to clean up a few things first. A real conversation back at the beginning of October last year. There’s always a reason to delay: another bill, another busy season, another whatever. The cost of waiting is real, and it compounds just like interest does. Every month postponed is another month of potential correction and growth that’s lost forever. The perfect moment isn’t coming, but right now is available, and that’s more than enough to begin. A step forward, no matter how small at first, is all the start they need. Fast forward to the middle of May: “I am really ready to start,” was the text message… and she’s killing it now. I’m a good referral for someone who may need it later, when it comes to their finances. Connect us, and I will guide them through the process to take control, find peace, and regain financial harmony. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet