What keeps you up at night?

Going through a difficult transition in your life?

Do you have a fear of being audited?

Do you have to give up your pension?

Are you prepared for disaster?

How do you get a fair settlement?

If you had more money what would you do?

Do losses keep you awake at night?

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

How much is enough?

Are you ready for retirement?

Are your emotions affecting your investment decisions?

Having trouble setting goals?

Is your asset mix right for you?

How much risk should you take?

Are you missing the big picture?

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

Are you invested for retirement?

What does retirement mean to you?

Do you have a strategy?

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

Making the same investment mistakes over and over?

How can you minimize your taxes?

Are your documents in order?

How would you define “risk?”

Will your estate be devastated by taxes?

What have you always wanted to do?

What do you value most in life?

When is the best time to sell an investment?

What would you do if you had more free time?

When are you happiest?

Will your family be OK?

Having trouble deciding when to buy or sell investments?

Do you know where your money goes?

Unsure about your rate of return?

Have your investment goals changed over time?

Worried you’ll outlive your money?

Should you keep the house?

Why is asset allocation so critical?