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

I am always listening for a new nugget of information, whether it's from an InfoMinute, a 7-minute presentation, or during a PowerBrew.

When that tidbit comes, I will write it down.  If I'm in a team meeting, I will jot it down next to their picture on our agenda. If it's during a PowerBrew, I always bring a small notebook with me to jot down information.

This process is best for me as I can always refer back to a meeting for the information if something is said that triggers that SBT and I can share it.

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

Revisit your why for more motivation

Repeating the same habits each month is definitely the right thing to do to continue making progress on my client's financial goals, but it can get a little monotonous. This can cause them to slip back into old habits. Strong motivation is hard to maintain forever. So to shake things up a bit, I encourage my clients to do things to rekindle that motivation. A good way to help with this is to have them revisit their why for wanting to change their financial habits. This grounds their thinking and reinvigorates motivation. I’m a good referral for the couple who are feeling a little sluggish with their progress toward their financial goals. What they need is a renewed motivation. Connect us, and I will guide them through the process to stay motivated, stay in control of their money, and find 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