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 recently reused a 7-minute presentation for a resource that I use to market how I can help folks with their finances.  

This has been well received and has turned into several consultations.

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

Comparison Steals Joy

Comparison steals joy in personal finance. When my clients can focus on their progress rather than what everyone else is doing, it creates focus and contentment. Social media is a great example of not seeing the whole picture. It shows highlight reels, not complete financial pictures. If they pull back the curtain, they may very well see the hidden debt behind that purchase. People have different starting points and circumstances, so focusing on their own milestones and getting inspired by others’ success, not being pressured, creates motivation. I’m a good referral for the couple who get distracted by the shiny objects on social media and ads and can’t seem to make progress on improving their finances. Connect us, and I’ll guide them through the process of getting their priorities right, taking control, and finding peace. Tom Wallace - Wallace Financial Coaching.

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet