If you had more money what would you do?

Going through a difficult transition in your life?

Having trouble deciding when to buy or sell investments?

When is the best time to sell an investment?

What have you always wanted to do?

How much is enough?

Do you know where your money goes?

How much risk should you take?

Is your asset mix right for you?

Are you prepared for disaster?

How can you minimize your taxes?

How do you get a fair settlement?

Are your documents in order?

Unsure about your rate of return?

Having trouble setting goals?

Making the same investment mistakes over and over?

Are you missing the big picture?

What do you value most in life?

What does retirement mean to you?

When are you happiest?

Have your investment goals changed over time?

What would you do if you had more free time?

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

Should you keep the house?

Are you invested for retirement?

Do you have a fear of being audited?

Will your family be OK?

Will your estate be devastated by taxes?

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

How would you define “risk?”

Are your emotions affecting your investment decisions?

What keeps you up at night?

Do you have a strategy?

Do losses keep you awake at night?

Are you ready for retirement?

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

Why is asset allocation so critical?

Do you have to give up your pension?

Worried you’ll outlive your money?