Having trouble setting goals?

Tempted to make investments that aren’t part of your “plan?”

Do you have a strategy?

Worried you’ll outlive your money?

Are you fearful of making an expensive mistake on your taxes?

Is your asset mix right for you?

Are you prepared for disaster?

Going through a difficult transition in your life?

Do you have to give up your pension?

What would you do if you had more free time?

Should you keep the house?

Have your investment goals changed over time?

What have you always wanted to do?

Making the same investment mistakes over and over?

If you had more money what would you do?

Do you know where your money goes?

Unsure about your rate of return?

How do you get a fair settlement?

Which of your current responsibilities would you like to give up?

Are you ready for retirement?

Will your family be OK?

How can you minimize your taxes?

Are you missing the big picture?

Do losses keep you awake at night?

What does retirement mean to you?

Do you have a fear of being audited?

Having trouble deciding when to buy or sell investments?

Are your emotions affecting your investment decisions?

Are you invested for retirement?

When are you happiest?

Why is asset allocation so critical?

What do you value most in life?

How much is enough?

How would you define “risk?”

When is the best time to sell an investment?

Will your estate be devastated by taxes?

What keeps you up at night?

How much risk should you take?

Are your documents in order?