Art

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

Will your estate be devastated by taxes?

What keeps you up at night?

Do losses keep you awake at night?

If you had more money what would you do?

Should you keep the house?

How much risk should you take?

Are you prepared for disaster?

Will your family be OK?

Are your emotions affecting your investment decisions?

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

Are you invested for retirement?

Do you have a fear of being audited?

What would you do if you had more free time?

How much is enough?

Having trouble setting goals?

Do you know where your money goes?

Have your investment goals changed over time?

What do you value most in life?

Are you missing the big picture?

How would you define “risk?”

Why is asset allocation so critical?

Are you ready for retirement?

Is your asset mix right for you?

Do you have to give up your pension?

What have you always wanted to do?

Do you have a strategy?

Worried you’ll outlive your money?

Are your documents in order?

Unsure about your rate of return?

How do you get a fair settlement?

When is the best time to sell an investment?

When are you happiest?

Going through a difficult transition in your life?

How can you minimize your taxes?

Having trouble deciding when to buy or sell investments?

What does retirement mean to you?

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

Making the same investment mistakes over and over?