Do you know where your money goes?

When is the best time to sell an investment?

Are you invested for retirement?

Will your estate be devastated by taxes?

Is your asset mix right for you?

Do losses keep you awake at night?

How can you minimize your taxes?

Worried you’ll outlive your money?

When are you happiest?

Why is asset allocation so critical?

What would you do if you had more free time?

How do you get a fair settlement?

How much is enough?

Unsure about your rate of return?

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

How much risk should you take?

Having trouble setting goals?

Have your investment goals changed over time?

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

Should you keep the house?

What does retirement mean to you?

Will your family be OK?

Are you ready for retirement?

What do you value most in life?

Do you have a strategy?

What have you always wanted to do?

Having trouble deciding when to buy or sell investments?

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

Making the same investment mistakes over and over?

How would you define “risk?”

What keeps you up at night?

Are your documents in order?

Are your emotions affecting your investment decisions?

Going through a difficult transition in your life?

Are you prepared for disaster?

If you had more money what would you do?

Do you have to give up your pension?

Do you have a fear of being audited?

Are you missing the big picture?