678-590-0626
I've been married for over 46 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.
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678-590-0626
P.O. Box 692
Sharpsburg, GA 30277
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.
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Bob and Ruth Ann came because Ruth Ann was a saver, and Bob was a spender. Bob made really good money, but his spending was out of control. Bob was also motivated because Ruth Ann was at the end of her rope and was ready to leave him if things didn't turn around.
After working with them for a little while and asking a lot of questions about their spending plan and the extra expenses that were getting racked up, I realized that Bob's issue was more than just that he liked to buy stuff. It was compulsive. He realized he had a problem, but didn't know how to stop.
Two things I recommended for them:
1. Bob needed to seek a therapist to get control of his compulsive disorder
2. Put more control of the money in Ruth Ann's hands and much less in Bob's until he started making progress
This gave Ruth Ann much more peace of mind, and Bob was on board because he needed help and knew that his issues were causing financial strife for his marriage.
Referral Trigger Response
Many of my clients have a good income. But this means nothing without good saving habits to match. Their lifestyle creep, living only for today and skipping a financial plan, are the silent culprits behind that nagging feeling of financial insecurity even when they are earning well. The fix isn’t earning more; it’s being intentional with what they already have. Building a spending plan that reflects their real life, paying attention to where their money actually goes, and being patient with themselves as the habits take shape. Discipline and consistency, applied over time, will always unlock the full potential of their income. I’m a good referral for the couple who don’t feel they are making any progress with their finances. Connect us, and I’ll guide them through the process to take control, feel at peace with their finances, and build financial harmony. Tom Wallace - Wallace Financial Coaching
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Financial Services | Finance
Financial Counselor
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