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

What keeps you up at night?

Having trouble setting goals?

What do you value most in life?

Is your asset mix right for you?

How can you minimize your taxes?

Are your emotions affecting your investment decisions?

Why is asset allocation so critical?

Have your investment goals changed over time?

What does retirement mean to you?

Do you have a strategy?

What would you do if you had more free time?

Are you prepared for disaster?

Will your estate be devastated by taxes?

How would you define “risk?”

Do you have to give up your pension?

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

Should you keep the house?

Do losses keep you awake at night?

Are you ready for retirement?

Will your family be OK?

Unsure about your rate of return?

How do you get a fair settlement?

Are your documents in order?

How much is enough?

When is the best time to sell an investment?

Do you have a fear of being audited?

Do you know where your money goes?

Are you invested for retirement?

When are you happiest?

Making the same investment mistakes over and over?

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

Having trouble deciding when to buy or sell investments?

Worried you’ll outlive your money?

If you had more money what would you do?

Are you missing the big picture?

What have you always wanted to do?

Going through a difficult transition in your life?

How much risk should you take?