How would you define “risk?”

What keeps you up at night?

Do you have to give up your pension?

Are your emotions affecting your investment decisions?

What have you always wanted to do?

Having trouble deciding when to buy or sell investments?

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

How can you minimize your taxes?

When are you happiest?

What does retirement mean to you?

How do you get a fair settlement?

If you had more money what would you do?

Are you ready for retirement?

Are you invested for retirement?

Are you missing the big picture?

What do you value most in life?

Are you prepared for disaster?

Do you have a strategy?

Making the same investment mistakes over and over?

How much is enough?

Have your investment goals changed over time?

Do losses keep you awake at night?

Is your asset mix right for you?

Why is asset allocation so critical?

Do you have a fear of being audited?

Worried you’ll outlive your money?

How much risk should you take?

Will your estate be devastated by taxes?

Going through a difficult transition in your life?

What would you do if you had more free time?

Having trouble setting goals?

Should you keep the house?

When is the best time to sell an investment?

Do you know where your money goes?

Unsure about your rate of return?

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

Are your documents in order?

Will your family be OK?

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