Alexander Potter, CFP® Artificial intelligence can produce confident, polished answers. But in financial planning, asking the right questions — and having someone willing to challenge your assumptions — is where real value lives.
Alexander Potter, CFP® Financial planning isn’t about quick fixes — it’s about taking the right steps in the right order. This post breaks down how a planner helps you stay focused, adjust when needed, and move toward real financial freedom.
Alexander Potter, CFP® Trade numbers are fluctuating—exports and imports are shifting. The headlines scream “crisis.” Activity feels urgent. But your financial plan shouldn’t be
Alexander Potter, CFP® Putting off your financial planning may feel harmless — even smart — when life is busy. But delay comes at a cost. Here’s what you gain, and what you risk, by waiting.