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

The part of my business that I haven't been focusing on lately is the Financial Wellness Workshops.

I've been focused more on personal financial coaching currently. However, I am working on my certification in Business Financial Coaching, and this will be a good offshoot of this part of my business.

With my connection to my Coach-Connections Financial Coach group, the offerings for Financial Wellness can be scaled to whatever needs a business has.  I look forward to sharing more about this aspect of my business later this year.

 

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

The Calender = Clarity

As I initially work with clients, many of them mention that thier past budgeting attempts have felt out of step with their real life. They may have tried serveral different budgeting solutions with the same results. Actually, the thing that has been missing is a tool that they are already familier with that can bring everything in alignment and keep pace with how they are living right now; their calendar. By syncing thier life with their budget through the addition of a monthly calendar sweep, they introduce real life planning; they are not just reacting, they’re leading their money with confidence. I’m a good referral for the couple who are always feeling out of step with their real life when it comes to their money. Connect us and I will guide them through the process to rtake control of their money, their life, and find financila 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