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 ensure to be a good steward of their time and mine, sticking to a 2-hour time limit on our first session and 1 hour for subsequent sessions.

When I'm not available, I let calls go to voicemail and return the call as soon as I can.

I send a summary of our session to remind them of what we covered, what homework was assigned, and expectations for the next session

My calendar has open times not only during the day, but I also have a couple of days a week open with evening slots as well as every other Saturday morning.

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

Learn To Say No

Our financial lives are constantly bombarded with opportunities to spend. Some are necessary, but many are not. Declining these unnecessary purchases is one key to getting out of the debt cycle. A simple yet effective tool to fight these purchases is the word NO. It’s not about my clients never enjoying their money, it’s about intentional spending that aligns with their goals and values, rather than reacting to temporary emotions. One way to sharpen this tool is to get comfortable explaining financial boundaries with family and friends, letting them know it’s not in the spending plan right now. I’m a good referral for the couple who have a hard time saying no to purchases. Connect us, and I’ll guide them through a plan to be intentional about their spending so they can say yes. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet