Are your emotions affecting your investment decisions?

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

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

Worried you’ll outlive your money?

Do you have a fear of being audited?

Having trouble setting goals?

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

Are you ready for retirement?

What do you value most in life?

If you had more money what would you do?

Do you have a strategy?

Making the same investment mistakes over and over?

Are you missing the big picture?

What keeps you up at night?

Why is asset allocation so critical?

How do you get a fair settlement?

Having trouble deciding when to buy or sell investments?

Will your estate be devastated by taxes?

Should you keep the house?

Is your asset mix right for you?

How much risk should you take?

What have you always wanted to do?

Are you invested for retirement?

How can you minimize your taxes?

What would you do if you had more free time?

Going through a difficult transition in your life?

When is the best time to sell an investment?

What does retirement mean to you?

Will your family be OK?

How would you define “risk?”

Do losses keep you awake at night?

How much is enough?

Are you prepared for disaster?

Are your documents in order?

Do you know where your money goes?

Unsure about your rate of return?

Do you have to give up your pension?

Have your investment goals changed over time?

When are you happiest?