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. Knowing where their money went at the end of the month is important. They are planning (and paying) for their next vacation before their trip.

Company

INTROMinutes I've Received

INTROMinutes I've Given

Communication is a behavior that I feel is critical to my business.  Right from the beginning with a prospect, I ensure they are reminded several times about the time and place for our upcoming consultation.  As part of our discussion during the consultation, I communicate expectations, and I reiterate those with my onboarding emails- what they can expect from me as well as what I expect of them.

Once a client, I ensure that I send them a follow-up email after each session for encouragement, when our next meeting is scheduled, and the actions to take for the next meeting.

This ensures that we are both on the same page, and I always tell them if to contact me with any concerns or comments

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
100% Club 06/24/2026

Membership

3-year Pin 09/25/2024

Team

Tune out the noise

The road to financial success is noisy. The job that I remind my clients of is to tune out what doesn’t serve them. Market panic, social media predictions, and unsolicited opinions all contribute to the never-ending financial noise that can pull them off course from their personal financial goals. The antidote is clarity. Knowing their values, writing down and agreeing on their priorities, and staying accountable to a plan they have agreed on together will filter out the noise. When they are anchored to what truly matters to them, the noise loses its power and irrational decisions lose their appeal. I’m a good referral for the couple whose heads are spinning over which talking head to listen to for advice. Connect us, and I’ll guide them toward their own financial clarity, a plan to control their money, and find financial harmony. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet