Is your asset mix right for you?

Do you have a fear of being audited?

Do you know where your money goes?

What do you value most in life?

When is the best time to sell an investment?

Making the same investment mistakes over and over?

When are you happiest?

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

If you had more money what would you do?

Going through a difficult transition in your life?

Unsure about your rate of return?

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

How do you get a fair settlement?

Why is asset allocation so critical?

Have your investment goals changed over time?

Do losses keep you awake at night?

Will your estate be devastated by taxes?

Having trouble deciding when to buy or sell investments?

Worried you’ll outlive your money?

How much is enough?

Are you missing the big picture?

Are you invested for retirement?

How would you define “risk?”

Should you keep the house?

Do you have to give up your pension?

Do you have a strategy?

What keeps you up at night?

Will your family be OK?

Having trouble setting goals?

How much risk should you take?

What does retirement mean to you?

Are you ready for retirement?

Are you prepared for disaster?

How can you minimize your taxes?

Are your emotions affecting your investment decisions?

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

Are your documents in order?

What have you always wanted to do?

What would you do if you had more free time?