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

Are you invested for retirement?

When is the best time to sell an investment?

Is your asset mix right for you?

Are you missing the big picture?

If you had more money what would you do?

Do losses keep you awake at night?

Do you have to give up your pension?

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

When are you happiest?

Making the same investment mistakes over and over?

Are you prepared for disaster?

How can you minimize your taxes?

Will your family be OK?

Should you keep the house?

Going through a difficult transition in your life?

Do you have a fear of being audited?

How would you define “risk?”

Are you ready for retirement?

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

Unsure about your rate of return?

How much risk should you take?

How do you get a fair settlement?

Worried you’ll outlive your money?

Have your investment goals changed over time?

What have you always wanted to do?

Do you have a strategy?

Having trouble deciding when to buy or sell investments?

Are your documents in order?

How much is enough?

What would you do if you had more free time?

What do you value most in life?

Will your estate be devastated by taxes?

Having trouble setting goals?

What keeps you up at night?

What does retirement mean to you?

Are your emotions affecting your investment decisions?

Why is asset allocation so critical?

Do you know where your money goes?