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

During the initial consultation with a prospect, we have a brief conversation so I can get to know them on a personal level.  I also ask numerous questions about their specific situation so I can determine how best to serve them.

Our first meeting together is longer than the others to give time to dive deep into their finances, but also to start to get a sense of why they want to change their current habits, what goals they have, etc.  This becomes very personal because it involves things that they care deeply about.  We can then use this to fuel their momentum to make progress on those goals they want.

With every successive meeting, I always start with what's been going on in their life since we last met.  By the end of our time together, I get to know my clients pretty well.

Referral Trigger Response

Peachtree City Team

Introduced by:

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

Learn To Say No

Our financial lives are constantly bombarded with opportunities to spend. Some are necessary, but many are not. Declining these unnecessary purchases is one key to getting out of the debt cycle. A simple yet effective tool to fight these purchases is the word NO. It’s not about my clients never enjoying their money, it’s about intentional spending that aligns with their goals and values, rather than reacting to temporary emotions. One way to sharpen this tool is to get comfortable explaining financial boundaries with family and friends, letting them know it’s not in the spending plan right now. I’m a good referral for the couple who have a hard time saying no to purchases. Connect us, and I’ll guide them through a plan to be intentional about their spending so they can say yes. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet