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

As part of my professional growth, I maintain a certification with my coach group, Coach Connections, with their Accountable Network.  This ensures I stay proficient in my coaching skills.

I am currently also working through a certification in Business Financial Coaching with the same group, so I can broaden my services to small businesses as well.

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

Pace yourself to help catch the leaks

Life moves fast, but money mistakes don’t wait for things to slow down. That’s why I tell my clients to intentionally slow down with their financial decisions. When they’re busy, small spending leaks go unnoticed and bad habits fly under the radar. A little daily reflection goes a long way in catching what the chaos hides. I tell them to pause, zoom out, and get honest about where their money is actually going. Clarity is everything! It turns overwhelming into a clear path forward. When their spending aligns with their values, managing money stops feeling like a chore and starts feeling like self-respect. I’m a good referral for the couple who are running life at 100 miles an hour, and their finances show it. Connect us, and I’ll guide them through the process to slow down, take control, 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