When is the best time to sell an investment?

How can you minimize your taxes?

Do you have to give up your pension?

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

Is your asset mix right for you?

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

When are you happiest?

What keeps you up at night?

Are your documents in order?

What would you do if you had more free time?

Do you have a strategy?

Are you ready for retirement?

Should you keep the house?

Are you prepared for disaster?

Are your emotions affecting your investment decisions?

Unsure about your rate of return?

How much is enough?

Will your family be OK?

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

Do losses keep you awake at night?

Are you invested for retirement?

What do you value most in life?

Having trouble deciding when to buy or sell investments?

Making the same investment mistakes over and over?

What have you always wanted to do?

Why is asset allocation so critical?

Do you have a fear of being audited?

Going through a difficult transition in your life?

Having trouble setting goals?

How do you get a fair settlement?

Do you know where your money goes?

Have your investment goals changed over time?

How would you define “risk?”

Will your estate be devastated by taxes?

Are you missing the big picture?

If you had more money what would you do?

How much risk should you take?

Worried you’ll outlive your money?

What does retirement mean to you?