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

The file drawer my clients would be least likely to begin with is the Saving Plan drawer.

The reason... many of my clients don't have the margin to begin or continue saving.  The foundational parts of a good proactive spending plan and debt reduction plan need to be in place first to create that margin in their spending plan to allow for regular saving.

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

It's Okay To Splurge (Within Reason)

Splurging too often can send your finances into a tailspin. But, never enjoying anything will take it’s toll as well. The real magic is in striking a healthy financial balance. When I help my clients create their budget, we start by creating one that actually reflects their life. They need to cover essentials, stay aligned with their goals, but there needs to be room for a little fun. Having a little blow money as budget line item eases the feeling of restriction and helps with sustainability and keeps momentum moving toward overall goals. When “fun” is planned for that becomes part of the success, not a setback. I’m a good referral for the couple who feel a budget will restrict their lifestyle. I’ll help them build a plan to take control of their money instead of it controlling them. So they can splurge on those James Taylor tickets and not bust their budget. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet