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Are you invested for retirement?

Unsure about your rate of return?

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

Why is asset allocation so critical?

Do you know where your money goes?

When are you happiest?

How do you get a fair settlement?

Do you have a fear of being audited?

Should you keep the house?

How much risk should you take?

What do you value most in life?

Worried you’ll outlive your money?

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

Going through a difficult transition in your life?

Will your estate be devastated by taxes?

Do you have a strategy?

What does retirement mean to you?

How can you minimize your taxes?

Making the same investment mistakes over and over?

Have your investment goals changed over time?

Are your emotions affecting your investment decisions?

Do you have to give up your pension?

What would you do if you had more free time?

How much is enough?

Having trouble setting goals?

Is your asset mix right for you?

Are you prepared for disaster?

When is the best time to sell an investment?

Are you ready for retirement?

Are your documents in order?

Do losses keep you awake at night?

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

What have you always wanted to do?

Are you missing the big picture?

Having trouble deciding when to buy or sell investments?

If you had more money what would you do?

Will your family be OK?

What keeps you up at night?

How would you define “risk?”

Other Links

Cicily’s Book on Amazon.com

Michelle’s Travel Photos on Flickr

Kinder Institute of Life Planning

Quicken

Financial Planning Association

National Association of Personal Financial Advisors

Certified Financial Planners Board of Standards, Inc.

First Step Cash Management

Sudden Money Institute

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