Alexander Potter, CFP® DIY financial planning feels fine in calm markets — but the data shows it consistently breaks down under pressure. A stat-driven look at why business owners struggle most when they plan alone.
Alexander Potter, CFP® When disruption hits, clarity matters more than speed. This post explores how intentional financial planning helps business owners stay focused, make better decisions, and reduce stress when life goes sideways.
Alexander Potter, CFP® As we approach the holidays, we’ve been reflecting on an experience we never expected — losing our home to a fire with only minutes to act. It reinforced some hard-earned lessons about preparation, resilience, and why risk planning matters most when life doesn’t follow the script. This short reflection is a reminder that good planning doesn’t prevent disruption — it preserves options when they matter most.
Alexander Potter, CFP® Most Canadian business owners make decisions that benefit the business but weaken their personal finances — or vice versa. The trick isn’t choosing one. It’s understanding the framework that keeps both strong.