If you had more money what would you do?

Is your asset mix right for you?

How do you get a fair settlement?

Do you have a fear of being audited?

When are you happiest?

What do you value most in life?

How would you define “risk?”

Are your emotions affecting your investment decisions?

When is the best time to sell an investment?

How much risk should you take?

Unsure about your rate of return?

Do you know where your money goes?

Do losses keep you awake at night?

Have your investment goals changed over time?

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

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

What have you always wanted to do?

Do you have to give up your pension?

Are you ready for retirement?

Are you missing the big picture?

Are you prepared for disaster?

Worried you’ll outlive your money?

Will your family be OK?

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

Going through a difficult transition in your life?

What does retirement mean to you?

Having trouble setting goals?

Having trouble deciding when to buy or sell investments?

Are you invested for retirement?

How can you minimize your taxes?

What keeps you up at night?

Making the same investment mistakes over and over?

What would you do if you had more free time?

Should you keep the house?

Do you have a strategy?

Are your documents in order?

How much is enough?

Why is asset allocation so critical?

Will your estate be devastated by taxes?