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Are you invested for retirement?

What keeps you up at night?

Are you missing the big picture?

Having trouble setting goals?

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

When are you happiest?

How much risk should you take?

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

Do losses keep you awake at night?

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

If you had more money what would you do?

Will your estate be devastated by taxes?

Do you have a fear of being audited?

Making the same investment mistakes over and over?

Is your asset mix right for you?

Do you know where your money goes?

Have your investment goals changed over time?

Are your emotions affecting your investment decisions?

Worried you’ll outlive your money?

Why is asset allocation so critical?

Do you have to give up your pension?

How much is enough?

Should you keep the house?

Are you ready for retirement?

Going through a difficult transition in your life?

Are your documents in order?

Do you have a strategy?

How would you define “risk?”

When is the best time to sell an investment?

Will your family be OK?

Having trouble deciding when to buy or sell investments?

What does retirement mean to you?

How can you minimize your taxes?

What have you always wanted to do?

How do you get a fair settlement?

Are you prepared for disaster?

What would you do if you had more free time?

What do you value most in life?

Unsure about your rate of return?

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