What have you always wanted to do?

What do you value most in life?

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

If you had more money what would you do?

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

Having trouble deciding when to buy or sell investments?

Do you have a fear of being audited?

Going through a difficult transition in your life?

Have your investment goals changed over time?

Are you prepared for disaster?

Is your asset mix right for you?

Do losses keep you awake at night?

Worried you’ll outlive your money?

Will your family be OK?

Are your documents in order?

Unsure about your rate of return?

Are you invested for retirement?

How much risk should you take?

When are you happiest?

What keeps you up at night?

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

How can you minimize your taxes?

What does retirement mean to you?

Should you keep the house?

Will your estate be devastated by taxes?

Are you missing the big picture?

Why is asset allocation so critical?

Do you know where your money goes?

Making the same investment mistakes over and over?

When is the best time to sell an investment?

Having trouble setting goals?

Are you ready for retirement?

What would you do if you had more free time?

Are your emotions affecting your investment decisions?

Do you have a strategy?

How much is enough?

How would you define “risk?”

How do you get a fair settlement?

Do you have to give up your pension?