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Do you know where your money goes?

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

Worried you’ll outlive your money?

What do you value most in life?

Having trouble setting goals?

If you had more money what would you do?

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

What keeps you up at night?

Are your documents in order?

How would you define “risk?”

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

Do you have to give up your pension?

When are you happiest?

Making the same investment mistakes over and over?

When is the best time to sell an investment?

Are you ready for retirement?

What does retirement mean to you?

Are your emotions affecting your investment decisions?

Do losses keep you awake at night?

How can you minimize your taxes?

Why is asset allocation so critical?

Unsure about your rate of return?

Going through a difficult transition in your life?

Are you missing the big picture?

Will your estate be devastated by taxes?

What would you do if you had more free time?

Will your family be OK?

Are you prepared for disaster?

Should you keep the house?

How much is enough?

Are you invested for retirement?

Have your investment goals changed over time?

Having trouble deciding when to buy or sell investments?

How do you get a fair settlement?

Do you have a fear of being audited?

How much risk should you take?

Is your asset mix right for you?

What have you always wanted to do?

Do you have a strategy?

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