Art

When is the best time to sell an investment?

What do you value most in life?

How would you define “risk?”

Is your asset mix right for you?

Do you have to give up your pension?

Are you invested for retirement?

Are your documents in order?

Are your emotions affecting your investment decisions?

What would you do if you had more free time?

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

How much is enough?

Are you prepared for disaster?

Why is asset allocation so critical?

Unsure about your rate of return?

Having trouble deciding when to buy or sell investments?

Are you ready for retirement?

Do you have a fear of being audited?

Are you missing the big picture?

How can you minimize your taxes?

What keeps you up at night?

Do losses keep you awake at night?

Have your investment goals changed over time?

Making the same investment mistakes over and over?

How much risk should you take?

Do you have a strategy?

What does retirement mean to you?

What have you always wanted to do?

When are you happiest?

Will your estate be devastated by taxes?

Will your family be OK?

Should you keep the house?

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

Going through a difficult transition in your life?

Having trouble setting goals?

If you had more money what would you do?

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

How do you get a fair settlement?

Worried you’ll outlive your money?

Do you know where your money goes?