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

Should you keep the house?

Do you have to give up your pension?

Will your estate be devastated by taxes?

How do you get a fair settlement?

When is the best time to sell an investment?

How would you define “risk?”

Are you invested for retirement?

Will your family be OK?

Having trouble deciding when to buy or sell investments?

Are your documents in order?

If you had more money what would you do?

How much is enough?

Having trouble setting goals?

What have you always wanted to do?

Are you ready for retirement?

Have your investment goals changed over time?

Do you know where your money goes?

Do losses keep you awake at night?

What do you value most in life?

Are you missing the big picture?

What would you do if you had more free time?

Are you prepared for disaster?

Is your asset mix right for you?

Are your emotions affecting your investment decisions?

How can you minimize your taxes?

Unsure about your rate of return?

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

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

How much risk should you take?

Do you have a fear of being audited?

What does retirement mean to you?

What keeps you up at night?

Do you have a strategy?

Worried you’ll outlive your money?

Making the same investment mistakes over and over?

Going through a difficult transition in your life?

Why is asset allocation so critical?

When are you happiest?