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

Learning more about a team member personally, I feel, is invaluable.  It helps convey their relatability to a referral, strengthens the relationship between team members, and helps allow finding a connection with the team member.

Referral Trigger Response

Peachtree City Team

Introduced by:

Joined on 09/13/2021

Leadership

TeamCoOrdinator 08/05/2022
ParticipationCoOrdinator 04/08/2024

Membership

3-year Pin 09/25/2024

Team

Making BIG Financial Decisions #6

Using a good process for making BIG financial decisions that evaluate goals, gathering relevant information and considering options give my clients the confidence to make that BIG decisions. However, one thing that can derail all their efforts to logically evaluate and make that decision is their Emotional State. This can play a huge role in making decisions. Whether being extremely happy or extremely sad, this can taint their best judgment and cause them to spend money they would have normally not spent. I always recommend a cooling-off period of a few days when they notice they are in an extreme emotional state. In the end, this saves them both regrets and a lot of money. I’m a good referral for the couple who one or both emotionally spend. Connect us and I can guide them through ways to rethink their spending. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet