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

With the majority of my clients meeting virtually, things that I would notice if we met in 3D are not as apparent.  However, there are things characteristic of my best client of all time:

1.  They smile and give a wave when we first connect on Zoom

2.  During the meeting, they regularly take notes

3.  They light up when they talk about their kids

4.  Offer up wins from the last time we met, before I ask about them

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

Money Mistakes Don't Have to Define You

Old money mistakes can keep my clients stuck. That’s why I help them focus on moving ahead. I call this focusing on the windshield, not the rear-view mirror. Old money mistakes and limiting beliefs can weigh them down, but they don’t have to define their future. With better information comes better choices. I tell them to let go of the guilt; it’s wasted energy used more productively to move forward toward their bigger goals. Rebuilding financial confidence can take time, but forgiving themselves for past mistakes and focusing on smarter decisions today will help them take forward steps toward their goals. I’m a good referral for the couple who feel paralyzed by their past bad financial choices. Connect us, and I’ll guide them through the process to take what they learned and move forward with confidence toward their goals. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet