Should you keep the house?

What have you always wanted to do?

How much is enough?

Do you know where your money goes?

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

How would you define “risk?”

Worried you’ll outlive your money?

Have your investment goals changed over time?

Will your estate be devastated by taxes?

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

What keeps you up at night?

Are you ready for retirement?

Are you missing the big picture?

Do you have to give up your pension?

Having trouble setting goals?

Do you have a fear of being audited?

Are you prepared for disaster?

Going through a difficult transition in your life?

How can you minimize your taxes?

How much risk should you take?

Having trouble deciding when to buy or sell investments?

Is your asset mix right for you?

What does retirement mean to you?

Making the same investment mistakes over and over?

How do you get a fair settlement?

Why is asset allocation so critical?

When is the best time to sell an investment?

Are your emotions affecting your investment decisions?

What do you value most in life?

Are you invested for retirement?

What would you do if you had more free time?

If you had more money what would you do?

Are your documents in order?

Do you have a strategy?

Unsure about your rate of return?

When are you happiest?

Do losses keep you awake at night?

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

Will your family be OK?