How would you define “risk?”

Will your family be OK?

Having trouble setting goals?

Are your emotions affecting your investment decisions?

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?

What have you always wanted to do?

What keeps you up at night?

How do you get a fair settlement?

Do you know where your money goes?

Do you have a strategy?

Are your documents in order?

When is the best time to sell an investment?

What do you value most in life?

When are you happiest?

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

Is your asset mix right for you?

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

Will your estate be devastated by taxes?

Do you have to give up your pension?

Have your investment goals changed over time?

If you had more money what would you do?

Do losses keep you awake at night?

How can you minimize your taxes?

Are you ready for retirement?

Are you invested for retirement?

Unsure about your rate of return?

How much risk should you take?

Are you missing the big picture?

Are you prepared for disaster?

Going through a difficult transition in your life?

Should you keep the house?

How much is enough?

Worried you’ll outlive your money?

Why is asset allocation so critical?

What would you do if you had more free time?

Do you have a fear of being audited?