Worried you’ll outlive your money?

When are you happiest?

Going through a difficult transition in your life?

Is your asset mix right for you?

Making the same investment mistakes over and over?

Having trouble deciding when to buy or sell investments?

What does retirement mean to you?

Should you keep the house?

How would you define “risk?”

Are you missing the big picture?

Have your investment goals changed over time?

Do losses keep you awake at night?

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

How much is enough?

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

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

Are your documents in order?

What would you do if you had more free time?

Having trouble setting goals?

Unsure about your rate of return?

Do you know where your money goes?

What have you always wanted to do?

How can you minimize your taxes?

How do you get a fair settlement?

Will your estate be devastated by taxes?

When is the best time to sell an investment?

What keeps you up at night?

Do you have a strategy?

Do you have to give up your pension?

If you had more money what would you do?

Are you prepared for disaster?

What do you value most in life?

Are you ready for retirement?

Why is asset allocation so critical?

How much risk should you take?

Will your family be OK?

Are you invested for retirement?

Are your emotions affecting your investment decisions?

Do you have a fear of being audited?