Do you know where your money goes?

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

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

How much is enough?

If you had more money what would you do?

When is the best time to sell an investment?

Do you have a fear of being audited?

Unsure about your rate of return?

Are you prepared for disaster?

Making the same investment mistakes over and over?

Worried you’ll outlive your money?

How do you get a fair settlement?

What would you do if you had more free time?

What do you value most in life?

How much risk should you take?

Are you ready for retirement?

Are your documents in order?

Going through a difficult transition in your life?

Are you missing the big picture?

Do you have to give up your pension?

Do losses keep you awake at night?

Have your investment goals changed over time?

What does retirement mean to you?

Are you invested for retirement?

Will your family be OK?

Having trouble setting goals?

How can you minimize your taxes?

Having trouble deciding when to buy or sell investments?

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

When are you happiest?

Why is asset allocation so critical?

Are your emotions affecting your investment decisions?

Will your estate be devastated by taxes?

Should you keep the house?

What keeps you up at night?

Do you have a strategy?

Is your asset mix right for you?

How would you define “risk?”

What have you always wanted to do?