One meeting. Sixty minutes.
No pitch deck.
The 360 Review brings tax, investing, estate, and planning into the same conversation, coordinated with the CPA team you already work with.
Book a sixty-minute conversation.
Pick a time below. We send a calendar invite with a one-page prep document, no qualifying call, no pitch deck.
- Sixty-minute video or in-person meeting
- Your existing Cooper Norman CPA is welcome in the room
- We cover tax posture, portfolio, estate, business interests, and goals
- No engagement fee for the first meeting
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?
No. The 360 Review is complimentary and carries no obligation. If we decide to work together afterward, you receive a scoped engagement letter. Fees are fully disclosed in your advisory agreement and Form ADV.
-
Should I bring my Cooper Norman CPA?
Yes, if possible. The 360 Framework works best when the tax advisor and wealth advisor are in the same room from the introduction forward. We're happy to coordinate the scheduling.
-
What should I prepare?
We send a one-page prep document after you book. Most clients arrive with rough numbers on net worth, business interests, and existing advisors, that's sufficient. We don't ask for documents upfront.
-
Is the meeting in-person or virtual?
Either. Our wealth office is in Idaho Falls. Most clients start with a video meeting and transition to in-person for proposal review.