One conversation. The whole picture.
The 360 Review brings your tax, investment, and planning considerations into the same conversation, coordinated with your CPA team.
Request your 360 Review.
Share a few details below and an advisor will reach out to find a time that works for you.
- A video or in-person meeting at our Idaho Falls office
- Your CPA team is welcome to join
- We cover your tax picture, portfolio, estate considerations, business interests, and goals
- Fees are fully disclosed in your advisory agreement and Form ADV
Cooper Norman and Cooper Norman Wealth are separate and distinct companies providing separate and distinct services.
Common questions before scheduling.
-
Is there a fee for the 360 Review?
Our advisory fees are transparent and are fully disclosed in your advisory agreement and Form ADV. Most clients pay an asset-based advisory fee calculated as a percentage of assets under management. Additional services or fee arrangements, if applicable, will be outlined in your advisory agreement.
-
Can my CPA join the conversation?
Yes, if you would like. Coordination between your CPA team and your advisor is central to the 360 Framework, and we are glad to help with scheduling. You do not need to be a Cooper Norman CPA client to work with us.
-
What should I prepare?
Rough figures on your investments, business interests, and existing advisors are a helpful starting point. We do not ask for documents up front.
-
Is the meeting in person or virtual?
Either. Our office is at 1000 Riverwalk Drive, Suite 200, Idaho Falls, and video meetings are available if that is easier for you.