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Do you have to give up your pension?

How much is enough?

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

What have you always wanted to do?

Have your investment goals changed over time?

Do you know where your money goes?

Making the same investment mistakes over and over?

Are you invested for retirement?

Will your family be OK?

Worried you’ll outlive your money?

What does retirement mean to you?

When is the best time to sell an investment?

Is your asset mix right for you?

If you had more money what would you do?

Are you prepared for disaster?

Should you keep the house?

How would you define “risk?”

When are you happiest?

What would you do if you had more free time?

How can you minimize your taxes?

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

Going through a difficult transition in your life?

Do losses keep you awake at night?

Are your emotions affecting your investment decisions?

Will your estate be devastated by taxes?

Are your documents in order?

How do you get a fair settlement?

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

Are you ready for retirement?

Are you missing the big picture?

Unsure about your rate of return?

Why is asset allocation so critical?

Having trouble deciding when to buy or sell investments?

What do you value most in life?

Do you have a fear of being audited?

Having trouble setting goals?

Do you have a strategy?

How much risk should you take?

What keeps you up at night?

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