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

Three to my was John B. Miller.  

If a client is in need of John's services, they are in an unfortunate position, but they can use someone in their corner to provide service that gets them the best result possible.

Question to ask:  I'm so sorry to hear that you are having to go through this. Do you have a lawyer who is looking out for your best interests?

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

Be Intentional, Not Impulsive

One of the mantras I always use with my clients is to be intentional (or mindful) about how they spend their money. Mindful spending means pausing before they buy to consider whether the purchase aligns with their goals and values; ultimately it’s about quality over quantity. I tell them to ask three questions: Do I really need this? Will it add value to my life? Can I afford it without sacrificing other priorities? The 24-hour rule also helps prevent impulse purchases that they may regret later. Waiting a day before deciding, they will often find the urge passes. When they’re intentional with spending, they have more money available for the things that matter to them. I’m a good referral for the couple who are derailing their financial progress with impulse spending. Ask them if they have started their Christmas shopping yet to start a conversation. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet