When are you happiest?
Do you know where your money goes?
Making the same investment mistakes over and over?
Do you have a strategy?
What do you value most in life?
Are you ready for retirement?
What would you do if you had more free time?
What have you always wanted to do?
Will your family be OK?
Having trouble setting goals?
Are your documents in order?
Unsure about your rate of return?
Going through a difficult transition in your life?
What keeps you up at night?
How would you define “risk?”
How can you minimize your taxes?
Should you keep the house?
How much is enough?
When is the best time to sell an investment?
If you had more money what would you do?
Is your asset mix right for you?
Do you have a fear of being audited?
Worried you’ll outlive your money?
Are your emotions affecting your investment decisions?
Having trouble deciding when to buy or sell investments?
Do you have to give up your pension?
Tempted to make investments that aren’t part of your “plan?”
Are you fearful of making an expensive mistake on your taxes?
Are you prepared for disaster?
Will your estate be devastated by taxes?
Have your investment goals changed over time?
Which of your current responsibilities would you like to give up?
Are you missing the big picture?
Do losses keep you awake at night?
How do you get a fair settlement?
What does retirement mean to you?
Are you invested for retirement?
How much risk should you take?
Why is asset allocation so critical?
