Art

What have you always wanted to do?

When is the best time to sell an investment?

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

How much is enough?

Do you have to give up your pension?

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

Why is asset allocation so critical?

How much risk should you take?

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

How do you get a fair settlement?

Are your emotions affecting your investment decisions?

How can you minimize your taxes?

Are you ready for retirement?

Going through a difficult transition in your life?

What keeps you up at night?

What does retirement mean to you?

What would you do if you had more free time?

Are you missing the big picture?

Are your documents in order?

What do you value most in life?

Making the same investment mistakes over and over?

How would you define “risk?”

Unsure about your rate of return?

Are you prepared for disaster?

Should you keep the house?

Worried you’ll outlive your money?

If you had more money what would you do?

Having trouble setting goals?

Do you know where your money goes?

Do losses keep you awake at night?

Do you have a strategy?

Are you invested for retirement?

Have your investment goals changed over time?

When are you happiest?

Is your asset mix right for you?

Will your family be OK?

Having trouble deciding when to buy or sell investments?

Do you have a fear of being audited?

Will your estate be devastated by taxes?