Funding Request and Consultation Form

To begin the Balance Point process, we need to understand your situation. Your answers to the questions below will be treated discreetly and with the utmost confidentiality, and are secured online using a digital security (SSL) certificate.

You may complete the questions and securely submit them online for review. Or you may call us at 310-492-4360 to review them with one of our representatives.

Contact Information    Please complete all fields

First Name

Last Name


Address


City

State


Zip Code

Phone number

- -


Email


Preferred method of contact
  Telephone       E-mail       U.S. Mail       Overnight Courier


Please let us know how you heard about us:


Background

Years of Marriage

Number of Children


Are there any pre-nuptial, post-nuptial or ante-nuptial agreements?
  Yes       No


Have divorce papers been filed?
  Yes       No


If yes, which court?

Case Number?


Asset Overview

Your Annual Income

Your Spouse’s Annual Income


Estimated value of your marital estate?


Joint Marital Assets (Check all that apply)

Cash

Stock

Domestic Bank Accounts

Offshore Accounts

Brokerage Accounts

Real Property

Trusts

Memberships

Automobiles

Private Aircraft

Boats

Art

Horses or other show animals

Other (please list)


Legal Work Completed

Has any legal, forensic accounting and/or investigative work been undertaken yet?
  Yes       No

If yes, please describe any work already or currently being performed and by whom.

URL: (NOTE: Leave this empty)


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