Do you have a fear of being audited?

What have you always wanted to do?

Going through a difficult transition in your life?

Why is asset allocation so critical?

What would you do if you had more free time?

Worried you’ll outlive your money?

Are you prepared for disaster?

Will your estate be devastated by taxes?

Should you keep the house?

If you had more money what would you do?

How much is enough?

Do you have to give up your pension?

Are your emotions affecting your investment decisions?

What do you value most in life?

Are you ready for retirement?

Are your documents in order?

Is your asset mix right for you?

Are you invested for retirement?

Do you know where your money goes?

Will your family be OK?

Having trouble setting goals?

When are you happiest?

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

Do you have a strategy?

How much risk should you take?

What does retirement mean to you?

Having trouble deciding when to buy or sell investments?

How would you define “risk?”

Unsure about your rate of return?

Do losses keep you awake at night?

When is the best time to sell an investment?

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

How do you get a fair settlement?

Are you missing the big picture?

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

Making the same investment mistakes over and over?

What keeps you up at night?

How can you minimize your taxes?

Have your investment goals changed over time?