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. 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

Both clients and prospects come to me with a lot of stress and chaos in their lives.  I can be a calming force during our time together, so we can focus objectively on what the situation is with their finances, what they have done up to now to try and fix it, and how they feel about their current situation.  This allows us to focus objectively on their situation and look at a way forward for them, whether it's working with me or not.

 

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

Lens not a leash

When I speak to folks about a spending plan (budget), they get the feeling of restriction and confinement. However, a budget isn’t a leash; it’s a lens that brings their priorities into focus. When they can clearly see where their money goes, prioritizing becomes second nature. Then, following through on their goals stops feeling like a stretch. A solid plan for spending shows them exactly how much is set aside for the things they truly want, turning “someday” into a real, achievable timeline. Making every dollar stick to its job shows how much further their income can take them. I’m a good referral for the couple who are afraid of restricting their lifestyle with a budget. I will help them understand it’s not about restriction, it’s about who is in control. Connect us, and I will show them the way to achievable priorities and 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