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

I track the debts my clients pay off.  It's very motivating to see that number go up and their total debt remaining go down.  It also give incentive to stay with the process and even to find ways to accelerate their progress.

Referral Trigger Response

Peachtree City Team

Introduced by:

Joined on 09/13/2021

Leadership

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

Team

Making BIG Financial Decisions #1

Making any BIG financial decision requires proper planning. These decisions can influence your life and certainly your financial situation. Whenever my clients are trying to make a big financial decision, I take them through the steps that ultimately will give them the confidence they are making the right decision. Step 1. Identifying your goals. Clarifying your financial goals will help determine if this purchase fits their overall plan. If it’s a good fit, then they can prioritize their spending and saving to accommodate it. I’m a good referral for the couple that seem to get paralyzed when having to make big financial decisions. Connect us and I’ll guide them through a framework that will get them past the paralysis of analysis. Tom Wallace — Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet