Are your emotions affecting your investment decisions?

Have your investment goals changed over time?

Do losses keep you awake at night?

Are you invested for retirement?

Will your family be OK?

Worried you’ll outlive your money?

How do you get a fair settlement?

Do you have a fear of being audited?

Are your documents in order?

Will your estate be devastated by taxes?

What have you always wanted to do?

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

What would you do if you had more free time?

What keeps you up at night?

Are you missing the big picture?

Do you have a strategy?

Making the same investment mistakes over and over?

What does retirement mean to you?

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

Unsure about your rate of return?

Do you have to give up your pension?

Do you know where your money goes?

Having trouble deciding when to buy or sell investments?

When is the best time to sell an investment?

If you had more money what would you do?

What do you value most in life?

Should you keep the house?

Having trouble setting goals?

Are you ready for retirement?

Is your asset mix right for you?

Going through a difficult transition in your life?

How can you minimize your taxes?

Are you prepared for disaster?

Why is asset allocation so critical?

How would you define “risk?”

How much is enough?

How much risk should you take?

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

When are you happiest?