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

The biggest "tell" I get from my clients is how well they are working together on their money.  If I can see that they are on the same page with their goals, meeting regularly to discuss their budget and spending, and overall having good communication, I know that they can move forward.

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

Life's not perfect

Life isn’t perfects, so I tell my clients to not expect perfection in their finances either. Chasing financial perfection only creates fear…fear on screwing up, fear of moving forward. And it’s fear that keeps them stuck. So if a they slip up by blowing the budget or splurging a little too much, I tell them to take a breath and give themselves some grace. Progress isn’t a straight line. With every misstep, in lies a lesson to learn from and move forward. Waiting for the perfect moment will never come. I always start with my clients where they are and build from there. I’m a good referral for the couple who are stuck and not able to move forward with their finances. Connect us and I’ll guide them through a process to move forward with confidence and help them build momentum toward peace in their finances. Tom Wallace - Wallace Financial Coaching

InfoMinute

Financial Services | Finance

Financial Counselor

Debt Elimination Plan

Cash Flow Planning

Savings Planning

Financial Wellness Workshop

Filing Cabinet