How would you define “risk?”

If you had more money what would you do?

Do you know where your money goes?

What have you always wanted to do?

Are you missing the big picture?

Do losses keep you awake at night?

Going through a difficult transition in your life?

Is your asset mix right for you?

Should you keep the house?

Do you have a fear of being audited?

What do you value most in life?

Are you invested for retirement?

Are your documents in order?

When is the best time to sell an investment?

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

Will your family be OK?

Are you ready for retirement?

Having trouble setting goals?

Are you prepared for disaster?

What keeps you up at night?

When are you happiest?

Are your emotions affecting your investment decisions?

Why is asset allocation so critical?

Having trouble deciding when to buy or sell investments?

How much is enough?

Will your estate be devastated by taxes?

How do you get a fair settlement?

What would you do if you had more free time?

How much risk should you take?

Making the same investment mistakes over and over?

Do you have a strategy?

How can you minimize your taxes?

Worried you’ll outlive your money?

Do you have to give up your pension?

Unsure about your rate of return?

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

What does retirement mean to you?

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

Have your investment goals changed over time?