Worried you’ll outlive your money?

What would you do if you had more free time?

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

Are you invested for retirement?

Do losses keep you awake at night?

Are your documents in order?

Making the same investment mistakes over and over?

Do you have a fear of being audited?

Are you missing the big picture?

How much is enough?

Are you ready for retirement?

Will your family be OK?

When is the best time to sell an investment?

Why is asset allocation so critical?

How do you get a fair settlement?

What does retirement mean to you?

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

Are your emotions affecting your investment decisions?

Unsure about your rate of return?

What keeps you up at night?

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

Is your asset mix right for you?

Do you know where your money goes?

Do you have to give up your pension?

Having trouble deciding when to buy or sell investments?

Are you prepared for disaster?

If you had more money what would you do?

How would you define “risk?”

What have you always wanted to do?

What do you value most in life?

Do you have a strategy?

Have your investment goals changed over time?

How much risk should you take?

Should you keep the house?

Going through a difficult transition in your life?

When are you happiest?

How can you minimize your taxes?

Having trouble setting goals?

Will your estate be devastated by taxes?