Do you have a strategy?

Having trouble setting goals?

What have you always wanted to do?

Unsure about your rate of return?

Is your asset mix right for you?

Do you know where your money goes?

How much is enough?

Do you have a fear of being audited?

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

How much risk should you take?

How can you minimize your taxes?

Worried you’ll outlive your money?

What does retirement mean to you?

Have your investment goals changed over time?

Going through a difficult transition in your life?

Having trouble deciding when to buy or sell investments?

Are your documents in order?

What would you do if you had more free time?

Are you missing the big picture?

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

Will your estate be devastated by taxes?

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

How would you define “risk?”

Are you prepared for disaster?

Are you invested for retirement?

Do losses keep you awake at night?

When are you happiest?

Do you have to give up your pension?

Why is asset allocation so critical?

How do you get a fair settlement?

If you had more money what would you do?

What keeps you up at night?

Will your family be OK?

Are your emotions affecting your investment decisions?

Making the same investment mistakes over and over?

Are you ready for retirement?

Should you keep the house?

When is the best time to sell an investment?

What do you value most in life?