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Troup Financial-Client Discovery Form
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Do you consent to us communicating with you via Phone, Text, Email?
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"Choosing NO declines to be communicated with and we will assume you have completed form in error" "Choosing YES you agree to client care & marketing communication with you"
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3
Where are you in regards to Dave Ramsey's Baby Steps?
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Choose multiple if needed.
Baby Step 1 (Starter Emergency Fund of $500 or $1000)
Baby Step 2 (Pay off all debt (except the house) using the debt snowball.)
Baby Step 3 (Save 3–6 months of expenses in a fully funded emergency fund.)
Baby Step 4 (Invest 15% of your household income in retirement.)
Baby Step 5 (Save for your children’s college fund.)
Baby Step 6 (Pay off your home early.)
Baby Step 7 (Build wealth and give.)
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4
Select all types of financial or retirement needs you have.
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Financial & Retirement Planning with Smartvestor Pro - Marcus Troup
Financial Coaching with our Ramsey Master Financial Coach -Cody Barnhart
Individual Investment Account (No Tax Benefits)
IRA's (Tax Beneficial: Traditional -Tax Deferred & Roth -Tax Paid)
Employer Savings Plan Rollover (401k, 403b, 457b, SIMPLE IRA, SEP IRA)
Annuities (Fixed, Indexed & Variable)
Life Insurance
LTC (Long Term Care Plans)
Social Security Benefits Sign-up
Other (explain in next step)
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5
Provide a detailed explanation of your needs.
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6
Upload your current investment/retirement account statements for our review.
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401k statements, IRA statements, etc.
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7
Full Name
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First Name
Last Name
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8
Date of Birth or Age
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9
Email
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Home or Cell Phone #
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11
Do you prefer us to communicate with you via Text & Email?
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12
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Alabama
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California
Colorado
Connecticut
Delaware
District of Columbia
Florida
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Hawaii
Idaho
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Indiana
Iowa
Kansas
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Maine
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Massachusetts
Michigan
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Other
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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