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 make sure when I'm talking with my clients, that if they have a situation that requires expertise I don't provide, I can recommend someone I can trust to care for them the same way I would.  That's one of the great benefits of knowing so many great business owners within PowerCore.

One of my clients was exploring the thought of retiring early and wanted to get an evaluation of their savings to see if they would be adequately prepared.  Since I am not an expert in the specifics of investments, I introduced her to Jim Mothorpe to assist her in doing this evaluation, and he did an excellent job, providing suggestions and reassuring her she was on the right track.

We were then able to focus on her goals to get to that retirement number she needed to get to her goal.

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

Start With Principles

When I begin working with my clients, really, before we dive deep into the numbers, we talk about what matters to them the most. Is it wanting to give generously, travel freely, or retire early? Their principles should reflect the deeper priorities they want their money to serve. The things that give their life meaning and direction. Making their money an intentional extension of what they care about most will ensure their spending, saving, and giving are congruent with what they truly want. On the flip side, if things aren’t aligned, we work on fixing that so they can build the momentum they need to make progress toward their true goals. I’m a good referral for the couple who seem scattered with their money. Connect us, and I’ll guide them through the process to take control, align with their priorities, 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