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

Scene:  A couple is making great money, but at the end of the day, they always feel broke.

 

What Question Should They Ask?

What can you do to get us to take control of our money?

 

One Possible Answer:

If you decide to move forward with coaching, I will guide you to Refocus on how you are working with your money, Gain Control of where your money is going, and Set A Plan to execute the goals you want to accomplish.  And, all along the way, I will provide Accountability for staying on track and building momentum toward accomplishing your goals.

 

How a First-Time User Should Use This Information:

They should evaluate if they are willing to change the way they handle their money and if they want to put in the work to make that happen.

Referral Trigger Response

Peachtree City Team

Introduced by:

Joined on 09/13/2021

Leadership

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

Membership

3-year Pin 09/25/2024

Team

Bordom Shopping

I help my clients identify the triggers that cause them to overspend. A common trigger is boredom. Over time, this can quietly drain their budget.

Even small, seemingly harmless purchases add up and leave them less for the things that matter.

I encourage them to explore free or low-cost ways to keep themselves engaged and entertained without spending carelessly. I also have them reflect on recent purchases and evaluate if it is serving them well.

By staying mindful of shopping habits and intentionally budgeting for splurges, spending will become for intentional and fulfilling.

I’m a good referral for the couple who continue to bust their new budget. I can guide them through ways to evaluate their different needs and wants and create a proactive budget that helps them thrive, not just survive.

Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet