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About Us
- Our Team
- Directions to ARQ Wealth Advisors
The ARQ Difference
What We Do
Resources
Blog

About Us
The ARQ Difference
What We Do
Resources
Blog
Client Login
Request a Meeting

About Us
The ARQ Difference
What We Do
Resources
Blog
Client Login
Request a Meeting

Request a Meeting

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Q Form™ Assessment

A short self-assessment of where your financial plan stands today.

Twenty-one questions across nine sections — financial plan, investments, taxes, estate, employer benefits, insurance, and family needs. Most people finish in about five minutes. We’ll email you a summary of your results.

STEP 1 OF 911% Complete

Financial Plan

11%

Start with the high-level structure of your plan — savings goals, debt, and the path toward what you want next.
The financial plan I have in place will enable me to reach my goals.
- Yes
- No
- I don’t know
- N/A
My annual savings/spending goals are clear and achievable.
- Yes
- No
- I don’t know
- N/A
My plan incorporates appropriate levels of mortgages and other debt.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

How your portfolio is built and how it behaves through different markets.
My portfolio is structured to help protect my cash flow needs for 10 years.
- Yes
- No
- I don’t know
- N/A
I understand that the investments chosen to reach my long-term goals may bring short-term losses. I am comfortable with my plan's balance between risk and growth.
- Yes
- No
- I don’t know
- N/A
My investments are placed thoughtfully amongst my various accounts to maximize potential after-tax returns.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

Taxes can quietly compound across decades. These two questions tell us how proactive your current planning is.
I am maximizing opportunities to reduce my tax burden, including charitable giving, and retirement plan contributions and withdrawals.
- Yes
- No
- I don’t know
- N/A
My portfolio is invested using tax-efficient strategies, including potential tax-loss harvesting opportunities.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

What happens to your assets and your family if you are unable to manage them yourself.
I have properly planned for the management of my assets should I become incapacitated or pass away.
- Yes
- No
- I don’t know
- N/A
The key players in my estate plan (guardians, personal representatives, etc.) are current and appropriate.
- Yes
- No
- I don’t know
- N/A
My assets are titled appropriately and beneficiary designations are consistent with my estate plan.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

401(k) elections, company stock, group insurance — the benefits that are often left on autopilot.
I am maximizing the benefit of my 401(k) plan and my investment choices are consistent with my overall allocation strategy.
- Yes
- No
- I don’t know
- N/A
I understand how my company stock holdings fit into my plan and how best to manage those investments.
- Yes
- No
- I don’t know
- N/A
I am comfortable with my elections regarding health, life and disability insurance offered by my employer.
- Yes
- No
- I don’t know
- N/A
I understand my other employer-provided benefits and how they support my plan.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

If something happened today — would your family land on solid ground?
If I were to pass away today, my financial resources and/or life insurance would be sufficient to meet my family's needs.
- Yes
- No
- I don’t know
- N/A
If I were to become disabled today, my financial resources and/or disability insurance would be sufficient to meet my family's needs.
- Yes
- No
- I don’t know
- N/A
I have considered the value of purchasing long-term insurance to meet my family's needs if I suffer a prolonged illness.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

Home, auto, umbrella — coverage that often quietly falls behind growing assets.
I am comfortable with the liability coverage limits of my home, auto, personal property and umbrella policies.
- Yes
- No
- I don’t know
- N/A
I have kept my coverage up to date as my assets and circumstances have changed.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

Plans rarely sit in isolation. Aging parents and growing children both shape what your own plan needs to do.
I understand my parents' financial plan (e.g. cash needs, estate plan, etc.) and the impact it may have on my own personal planning, if applicable.
- Yes
- No
- I don’t know
- N/A
My plan will provide for my children's education, through sufficient savings vehicles or through my estate plan.
- Yes
- No
- I don’t know
- N/A

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

9. Contact Info
After submitting your answers, we will email you a summary of your results. We take your privacy very seriously and will not sell your contact information to third parties.Call us at 480-214-9572 or contact us for more information about the results of this questionnaire.
First Name
Last Name
Email
Phone*
After submitting your answers, we will email you a summary of your results. We take your privacy very seriously and will not sell your contact information to third parties.
- Yes, please contact me to discuss my results.

Questions are optional. Choose “I don’t know” if unsure.We’ll email you a summary of your results.

Sections

Financial Plan
Investments
Tax Planning
Estate Planning
Employer-Provided Benefits
Life, Disability & LTC Insurance
Property & Casualty Insurance
Family Needs
Contact Info

Schedule Your Free Consultation Today

Let’s discuss your goals and explore how we can help you achieve financial peace of mind. Contact ARQ Wealth Advisors today to schedule a free consultation with our team of Scottsdale financial advisors.

Request a Meeting

Disclaimer: ARQ Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where ARQ Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ARQ Wealth Advisors, LLC unless a client service agreement is in place.

Return Goals for investment strategies are merely estimates and do not guarantee any specific level of performance for ARQ Wealth Advisors, Core or Specialty Strategies.

Disclaimer: ARQ Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where ARQ Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ARQ Wealth Advisors, LLC unless a client service agreement is in place.

Return Goals for investment strategies are merely estimates and do not guarantee any specific level of performance for ARQ Wealth Advisors, Core or Specialty Strategies.

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Contact Info

Office: (480) 214-9572
Fax: (480) 383-6556

8605 E Raintree Dr
Suite 240
Scottsdale, AZ 85260

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