What have you always wanted to do?

Worried you’ll outlive your money?

Do you know where your money goes?

How much is enough?

Going through a difficult transition in your life?

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

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

Should you keep the house?

Is your asset mix right for you?

What does retirement mean to you?

Do you have to give up your pension?

Are you missing the big picture?

Unsure about your rate of return?

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

When is the best time to sell an investment?

Having trouble setting goals?

How much risk should you take?

Do losses keep you awake at night?

Are you ready for retirement?

Do you have a fear of being audited?

Having trouble deciding when to buy or sell investments?

How can you minimize your taxes?

How would you define “risk?”

Are your documents in order?

What would you do if you had more free time?

Will your estate be devastated by taxes?

Do you have a strategy?

Are you invested for retirement?

If you had more money what would you do?

Will your family be OK?

Why is asset allocation so critical?

Have your investment goals changed over time?

How do you get a fair settlement?

What keeps you up at night?

Are your emotions affecting your investment decisions?

When are you happiest?

Are you prepared for disaster?

Making the same investment mistakes over and over?

What do you value most in life?