What are your goals, time frame, and risk tolerance, and what is your investment strategy?

Do you make your own investment decisions or do you seek outside help?

Asset Allocation
What is your asset allocation strategy for stocks, bonds, cash?

Asset Location
What is your strategy for locating specific investments, assets, or securities in taxable versus retirement accounts?

Tax-Efficient Investing
– What are you doing to defer, reduce, minimize the taxes in your investment portfolio?
– How much do you pay for your investments? How much is fare?
– How do you control cost?

Expenses
What are you doing to control investment expenses, a direct drag on your earnings?