Will your family be OK?
Will your estate be devastated by taxes?
Is your asset mix right for you?
Are you ready for retirement?
Do you have to give up your pension?
When are you happiest?
What keeps you up at night?
What have you always wanted to do?
Which of your current responsibilities would you like to give up?
What would you do if you had more free time?
Are you prepared for disaster?
Unsure about your rate of return?
What does retirement mean to you?
Do you have a strategy?
Are your emotions affecting your investment decisions?
Are you invested for retirement?
How would you define “risk?”
Why is asset allocation so critical?
Making the same investment mistakes over and over?
How can you minimize your taxes?
Have your investment goals changed over time?
Tempted to make investments that aren’t part of your “plan?”
Having trouble deciding when to buy or sell investments?
Do losses keep you awake at night?
Are you missing the big picture?
How much is enough?
Are you fearful of making an expensive mistake on your taxes?
If you had more money what would you do?
How much risk should you take?
Going through a difficult transition in your life?
Having trouble setting goals?
Should you keep the house?
Are your documents in order?
What do you value most in life?
When is the best time to sell an investment?
Worried you’ll outlive your money?
Do you have a fear of being audited?
Do you know where your money goes?
How do you get a fair settlement?
