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