When are you happiest?

Is your asset mix right for you?

What do you value most in life?

How do you get a fair settlement?

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

Do you have to give up your pension?

Do losses keep you awake at night?

What keeps you up at night?

Do you have a strategy?

Will your estate be devastated by taxes?

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

Are you prepared for disaster?

If you had more money what would you do?

Will your family be OK?

What would you do if you had more free time?

Having trouble setting goals?

How much is enough?

Are you ready for retirement?

Making the same investment mistakes over and over?

Are you missing the big picture?

What have you always wanted to do?

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

Having trouble deciding when to buy or sell investments?

How much risk should you take?

Are your documents in order?

Should you keep the house?

Are you invested for retirement?

Unsure about your rate of return?

How can you minimize your taxes?

Do you have a fear of being audited?

Worried you’ll outlive your money?

Do you know where your money goes?

When is the best time to sell an investment?

Are your emotions affecting your investment decisions?

Going through a difficult transition in your life?

Why is asset allocation so critical?

Have your investment goals changed over time?

What does retirement mean to you?

How would you define “risk?”