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If you had more money what would you do?

Going through a difficult transition in your life?

Are you ready for retirement?

What have you always wanted to do?

Are your emotions affecting your investment decisions?

Do you know where your money goes?

What keeps you up at night?

How much is enough?

What would you do if you had more free time?

How much risk should you take?

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

Making the same investment mistakes over and over?

Do losses keep you awake at night?

When is the best time to sell an investment?

Are you prepared for disaster?

How would you define “risk?”

Do you have to give up your pension?

Are your documents in order?

How do you get a fair settlement?

Do you have a fear of being audited?

Are you missing the big picture?

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

Is your asset mix right for you?

Are you invested for retirement?

Having trouble deciding when to buy or sell investments?

When are you happiest?

Unsure about your rate of return?

Should you keep the house?

What does retirement mean to you?

Will your estate be devastated by taxes?

How can you minimize your taxes?

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

Have your investment goals changed over time?

What do you value most in life?

Worried you’ll outlive your money?

Will your family be OK?

Do you have a strategy?

Having trouble setting goals?

Why is asset allocation so critical?