What would you do if you had more free time?

What keeps you up at night?

What have you always wanted to do?

Are you missing the big picture?

Unsure about your rate of return?

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

Should you keep the house?

Going through a difficult transition in your life?

Making the same investment mistakes over and over?

Having trouble deciding when to buy or sell investments?

Are your emotions affecting your investment decisions?

Why is asset allocation so critical?

What do you value most in life?

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

How do you get a fair settlement?

Having trouble setting goals?

Worried you’ll outlive your money?

Will your estate be devastated by taxes?

When are you happiest?

Are you invested for retirement?

If you had more money what would you do?

Do you have a strategy?

How much is enough?

Have your investment goals changed over time?

Do losses keep you awake at night?

How would you define “risk?”

Do you know where your money goes?

Is your asset mix right for you?

What does retirement mean to you?

Are you ready for retirement?

Are your documents in order?

How can you minimize your taxes?

Will your family be OK?

Do you have a fear of being audited?

How much risk should you take?

When is the best time to sell an investment?

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

Do you have to give up your pension?

Are you prepared for disaster?