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Erin Fitzgerald
Erin Fitzgerald
Erin Fitzgerald
I'm Erin Fitzgerald. In 2021, my husband Derek and I founded The Fitzgerald Agency with one mission: to help people experience financial clarity.
As we built our business, we also navigated some of life's biggest transitions, including the loss of five parents. Those experiences confirmed what we'd already seen with our clients: financial
I'm Erin Fitzgerald. In 2021, my husband Derek and I founded The Fitzgerald Agency with one mission: to help people experience financial clarity.
As we built our business, we also navigated some of life's biggest transitions, including the loss of five parents. Those experiences confirmed what we'd already seen with our clients: financial planning isn't just about money. It's about creating the clarity and confidence that allow us to be more present today while making life easier for the people we love tomorrow.
That inspired us to create the WealthCare Method, a holistic approach that coordinates every aspect of a client's financial life. We help people protect what they've built, create lasting retirement income, improve cash flow, implement tax-efficient strategies, prepare for life's uncertainties, care for loved ones, and build a meaningful legacy.
Mary Cholock
Erin Fitzgerald
Erin Fitzgerald
Mary Cholock is a Licensed Life Insurance Broker and co-founder of the Cholock Agency, which she runs alongside her husband, Mark. She also serves as Chief of Creative Strategy at Momentous Financial Partners, where she collaborates with a nationwide network of over 200 financial professionals. Her superpower is the strategic, creative us
Mary Cholock is a Licensed Life Insurance Broker and co-founder of the Cholock Agency, which she runs alongside her husband, Mark. She also serves as Chief of Creative Strategy at Momentous Financial Partners, where she collaborates with a nationwide network of over 200 financial professionals. Her superpower is the strategic, creative use of financial tools on behalf of her clients, with particular expertise as a subject matter expert in annuities for retirement certainty.
Mary's move into financial strategy was a deliberate career pivot, driven by her desire to take ownership of her own family's financial future and to grow a career on her own terms. She brings a decade of experience in corporate training and pharmaceutical quality compliance, paired with more than five years in financial services, to deliver an education-focused, consultative, high-quality experience for every client she works with.
Fall Webinars
October: How to Declutter, Downsize & Let Go — Without the Overwhelm
October: How to Declutter, Downsize & Let Go — Without the Overwhelm
October: How to Declutter, Downsize & Let Go — Without the Overwhelm
Feeling overwhelmed by meaningful belongings? This session offers a clear, compassionate way to make confident decisions about sentimental items, start in the right place, reduce guilt, and use a simple system that removes decision fatigue. You’ll gain practical tools, a first step you can take immediately, and the relief of finally feeling lighter
December: Sensitive Talks as Your Loved Ones Age
October: How to Declutter, Downsize & Let Go — Without the Overwhelm
October: How to Declutter, Downsize & Let Go — Without the Overwhelm
As your loved ones age or you step into a caregiving role you may suddenly find yourself facing conversations that feel almost impossible to begin. How can you speak your truth without causing harm?