Teresa M. Fitzgerald, WMCP - Affinity Planning Partners

Teresa M. Fitzgerald, WMCP - Affinity Planning Partners I'd love to connect with you to create a lifestyle financial plan by design! Thanks for stopping by! LTC licensed in GA, IL, TX.

🔸Collaborative, Consultative & Client-Centric Financial Planning & Advising🔸 | Fiduciary & WMCP® |Wealth Management Certified Professional | Investment Adviser Representative | Founder & Business Owner of Affinity Planning Partners I founded Affinity Planning Partners with a designed approach to elevating the client experience. The financial industry and clients needed a fresh, dynamic and persona

ble approach to client collaboration, based on connection and trust! Since 2006 my affinity has been to refine, re-design and exceed client expectations, compared to the status quo of the financial industry. Affinity Planning Partners is a woman-owned, independent fiduciary, fee-only based financial planning, financial advising and wealth management practice. My advisers and financial professionals and I are non-proprietary in our strategies. This means we are not contractually bound to recommend any one specific product or strategy, keeping your best interest top of mind. I partner with my clients within their financial consulting and planning to create lifetime income distribution planning, in advance of life's changes and new integrations. Whether those changes and integrations are a pro-active choice, by chance or an unplanned circumstances. This allows every client to have the power to create their financial path and plan to accomplish their dreams and goals! From entrepreneurs and business owners to sales executives and public service employees and first responders.... You all have at least one thing in common: You're busy and want to collaborate with a financial planner and advisor with who leads with empathy, trust and expertise! I also have an affinity for helping women and their families plan for their future, as they're busy building their legacies. www.affinityplanningpartners.com

Financial Planning Consultant
Investment Adviser Representative
Founder & Owner
FINRA Series 7, 66, 6 & 63
Life, Accident & Health Licensed in GA, CO, FL, IL, IN, MA, MD, MI, OH, NJ, VA, CA, AR, TX, MD, NJ, OR, SC and WI. Variable licensed in CO, GA, FL, IL, IN, MA, MD, MI, OH, NJ, SC, TX, VA, AR, CA, MD, SC and WI. AR Insurance License #10170240
CA Insurance License # 0M77215

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Affinity Planning Partners and the above firms are independent and non-affiliated.

08/14/2026

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.

In nearly 20 years, my clients have taught me what I refer to as 6 Key Care Points. Year after year, regardless of mark...
08/05/2026

In nearly 20 years, my clients have taught me what I refer to as 6 Key Care Points. Year after year, regardless of market outcome:
💠Great health as you age, is wealth in itself.
~Without working proactively towards health and wellness, alongside saving for retirement, their families potentially have to spend more in retirement on health expenses than they could've possibly imagined. This is especially significant for women as they live longer.

💠As a consistent saver and living within their means, it's hard for retirees to actually spend and enjoy their money they saved so much and worked so hard to accumulate.

~Why? They're disciplined and at times, overly responsible. They measure their worth by way of account value, net worth and overall nest egg power. While this definitively has a place and construct, time to look at it differently, by time-based utilization planning to truly enjoy their wealth if they're ready.

~They also need to equate spending with a why and feel emotionally connected to the purpose and business of spending, donating and gifting their money.

💠Retirees, if given the option, would love to plan to spend more in certain years in retirement and spending is not linear.

~Gone are the days of advising clients to just kot worry and focus on __% withdrawal rate or spend __% of pre-retirement income retirement as a retirement cash flow plan.

~Clients want more definitive numbers than percentages. Such as planning to spend more the first number years and tailor down. Or spend less the first number of years and rachet it up because of bucket list goals, grandchildren, legacy gifting, etc. Testing and measuring. Updating every 6 months to ensure alignment and accuracy, down to the dollar.

💠Asset location is as important as asset allocation. Knowing more about how markets and taxes impact net cash flow to you and retirement withdrawals.

~While we can't tell the future, making tax efficient location decisions now, inside and outside of your portfolios is vital. From portfolio construction to the proper type of accounts to have more control in retirement. Controlling what you can now to better control the outcome later ideally.

💠Their need to understand how their money, property and assets are taxed and distributed at their passing.

~ In knowing this, they can provide themselves with permission to enjoy their money differently in retirement.

💠Even though the strategies and the planning are well thought and mapped out, even the most confident and competent retirees need affirmation from time to time that the path is solid.

~Being present and listening, at stressful moments. They need affirmation to ease their natural worries. Just like the rest of us. Retirement doesn't exempt them from worrying about their money and goals. They validity that it's a very real awareness.

Affinity Planning Partners

In our line of work BRINGING value and BEING of value are an important AND necessary alignment in the pursuit of happine...
07/23/2026

In our line of work BRINGING value and BEING of value are an important AND necessary alignment in the pursuit of happiness, fulfillment and meangingful generational impact for the clients we serve.

Thank you to Charles J. Lewandowski CFP®, TPCP®, MBA for bringing that day in and day out with your clients.

We loved the warm welcome, conversation and family feel in the Greater Tampa Area!

Affinity Planning Partners Charles J. Lewandowski CFP®, TPCP®, MBA
Natasha Donaldson, MBA

07/23/2026

Here’s how 2026 trend predictions are tracking mid-year across geopolitics, AI and new technologies, inflation, economics, and people risk.

07/13/2026

Early detection for all sorts of ailments will allow doctors to treat conditions before a lot of damage is done

Happy 4th from my family to yours! Wishing you a safe and fun holiday 🇺🇸
07/04/2026

Happy 4th from my family to yours! Wishing you a safe and fun holiday 🇺🇸

06/29/2026

With 48 teams, 104 matches, and games across the U.S., Canada, and Mexico, the tournament highlights how sporting events can trigger tax issues for athletes and teams.

We had such a great time this past spring hosting our Atlanta Metro Clients and Business Partners for our Affinity Plann...
05/30/2026

We had such a great time this past spring hosting our Atlanta Metro Clients and Business Partners for our Affinity Planning Partners Bloom & Brew Appreciation Event at the Line Creek Brewing Co. Bus Barn in Fayetteville, GA.

Thank you to those of you who spent the afternoon with us. Including our wonderful staff who worked so hard to make it a success!!

05/25/2026

Let's take pause and honor those who paid the ultimate sacrifice for the freedoms we have today.

Happy Mother's Day to all moms - May you feel the love of your family by your side today, knowing that you're special in...
05/10/2026

Happy Mother's Day to all moms - May you feel the love of your family by your side today, knowing that you're special in every way!

Address

259 Highway 74 N, Suite #2
Peachtree City, GA
30269

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18152101315

Website

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