Teresa M. Fitzgerald, WMCP - Affinity Planning Partners

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.

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!

05/07/2026

When the stock market appears unstoppable, it is easy for investors to ​slip past the thin line without noticing.

05/06/2026

💥 Story time! Rule 5: No Excuses Allowed - From Barbara Stanny's Secrets of Six-Figure Women.

Barbara mentions: "In the game of six figures, excuses are to earnings what doughnuts are to dieters—strictly forbidden, or they'll be your undoing." This is from numerous interviews with highly successful women.

Excuses are also known as limiting beliefs. Have you had limiting beliefs that you've had to overcome in your pursuit of growth?

One of my limiting beliefs used to be that I could only be successful if I worked really long hours, days and pretty much a large majority of my time spent being defined by the process and outcome of my work.

While this can be admirable, driven and overly responsible, it can also be all-consuming.

Over time however, I came to realize and accept that the only person measuring how much I was working was.......well me.

The work, if we have gratitude, good health and some luck, will always be there. While time waits for nobody, it is completely acceptable to have down time and time out.

This perspective allowed me to "unlimit" my limiting belief to take breaks, time off work, rely on others, delegate, etc. I'm still a work in progress, but that's less limited by my prior belief!

Explore these, and other strategies for achieving six-figure status, with us *next week* on Thursday, May 14 at noon EST via Zoom.

Book club welcomes women of all stages (of life and the book) to join us for an intimate conversation of themes in the book.

Let me know if I'll see you there (and receive all the details for the meeting) by filling out our form! ⏬️ below

https://docs.google.com/forms/d/e/1FAIpQLSewizErp0Spfb79Lg2Ta7NcifuQ2Xbr8UDGMCo56aRslmUAJQ/viewform

Shannon Simcox

We're back at it in 2026 for another year of powerful meetings among like-minded women in pursuit of personal, professional and financial growth! If you've joined us in the past, RSVP here to indicate you'll be joining us for the May 14, 2026, meeting where we will be discussing Barbara Stanny's Sec...

05/05/2026

Which strategy are you working on, in your current journey??

Speaking of strategy - We have a lunch date next week ✨️ Don't worry, you don't have to have finished the book to join us!

Affinity Planning Partners Book Club Secrets of Six-figure Women: Surprising Strategies to up Your Earnings and Change Your Life by Barbara Stanny

Moderated by the lovely Shannon Simcox, professional editor and book enthusiast!

📅 Thursday, May 14 at ⏰ 12 pm EST
On 📲 Zoom

RSVP here until Monday, we have 3 spots left! https://docs.google.com/forms/d/e/1FAIpQLSewizErp0Spfb79Lg2Ta7NcifuQ2Xbr8UDGMCo56aRslmUAJQ/viewform

Pickup the book, audiobook is free for members, paperback or any version here: https://a.co/d/05EJDPwA

04/27/2026

I'm excited to formally welcome Charles J. Lewandowski CFP®, TPCP®, MBA, along with his clients and family!

Chuck's experience in financial planning and wealth management, along with his commitment to client excellence are aligned well with our core values as both professionals and people. We look forward to supporting his vision with his clients for many years to come!

"The strength of the team is each member. The strength of each member is the team." – Phil Jackson

We are proud to welcome Charles J. Lewandowski CFP®, TPCP®, MBA and his clients to Affinity Planning Partners!

For over two decades, Chuck has focused on helping business owners and executives achieve a great retirement by way of tax-efficient wealth management and income distribution planning.

As a former executive with two Fortune 500 companies, he offers a shared perspective and understanding with his clients in their financial planning that not every advisor can offer.

Chuck chose to affiliate with Affinity Planning Partners because our client-centric and concierge focus aligns with what his clients value and seek in a financial firm.

Our team looks forward to serving Chuck, his clients and their families for many years to come!

https://www.affinityplanningpartners.com/



Teresa M. Fitzgerald, WMCP - Affinity Planning Partners

04/24/2026

Proud for you, Natasha Donaldson - Here's to continuing to achieve all you set your mind to!

Congratulations Natasha Donaldson for achieving your designation!

04/23/2026

Many founders don't realize when their identity becomes tied to their business — until stepping away starts to feel uncomfortable. Here's why that shift happens and what it quietly costs.

03/31/2026

Retirement is not just about money and savings, but instead is about living a life of purpose. Make sure you set your goals for what will bring you fulfillment and joy.