Art

How would you define “risk?”

Worried you’ll outlive your money?

Will your estate be devastated by taxes?

Do you have to give up your pension?

Have your investment goals changed over time?

Are you prepared for disaster?

Will your family be OK?

How much is enough?

Are you ready for retirement?

What keeps you up at night?

How much risk should you take?

What do you value most in life?

Are your emotions affecting your investment decisions?

Do you have a strategy?

Should you keep the house?

What have you always wanted to do?

Making the same investment mistakes over and over?

What does retirement mean to you?

When are you happiest?

Do you know where your money goes?

Having trouble setting goals?

Is your asset mix right for you?

When is the best time to sell an investment?

Going through a difficult transition in your life?

How can you minimize your taxes?

How do you get a fair settlement?

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

Why is asset allocation so critical?

Are you missing the big picture?

If you had more money what would you do?

Unsure about your rate of return?

Do losses keep you awake at night?

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

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

Are your documents in order?

Do you have a fear of being audited?

Having trouble deciding when to buy or sell investments?

Are you invested for retirement?

What would you do if you had more free time?