Art

Why is asset allocation so critical?

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

How can you minimize your taxes?

How do you get a fair settlement?

How much is enough?

When is the best time to sell an investment?

Do losses keep you awake at night?

Are you missing the big picture?

What have you always wanted to do?

Do you have a fear of being audited?

Will your family be OK?

What would you do if you had more free time?

Is your asset mix right for you?

Are you prepared for disaster?

Do you know where your money goes?

What keeps you up at night?

Are your emotions affecting your investment decisions?

If you had more money what would you do?

Are your documents in order?

What does retirement mean to you?

Will your estate be devastated by taxes?

Do you have to give up your pension?

Are you invested for retirement?

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

Having trouble deciding when to buy or sell investments?

Going through a difficult transition in your life?

Unsure about your rate of return?

Having trouble setting goals?

Have your investment goals changed over time?

Do you have a strategy?

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

What do you value most in life?

Worried you’ll outlive your money?

How would you define “risk?”

How much risk should you take?

When are you happiest?

Making the same investment mistakes over and over?

Are you ready for retirement?

Should you keep the house?