Introducing 360 Wealth & Planning

On Baird Online

Access Planning Today!

Offering a new way to engage with your finances and partner with your Financial Advisor, 360 Wealth & Planning on Baird Online brings to life the convenience of seeing your complete financial picture and financial plan in one place and the confidence of knowing your money is aligned with your goals.

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  • Planning

    No matter where you are in your life's journey, there are things you want for yourself, your family and the causes you care about. A Baird Financial Advisor can help you prioritize and plan so you can achieve your goals of tomorrow without sacrificing what you want for yourself today.

     

    Whether you're looking to pay off student loans, make your golden years your best years or create opportunities for future generations, we have the insight and expertise to help you get where you want to go.

     

    Your Baird Financial Advisor can help get you from where you are now to where you want to be.

    • ALearn more about our Wealth Management and Planning process at Baird
    • BSelect life or financial change
    • CInclude a note to your financial advisor
    • DSend to your financial advisor
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  • My Plan

    Periodically check-in on key attributes of your plan based on your unique goals established with your financial advisor.

    • AProbability of success meter focuses on long-term success based on your goals
    • BReview of your needs, wants and wishes
    • CReview your current portfolio allocation and net worth
    • DProvides a full view of your net worth aligned to your financial plan
    • EEasily access your financial plan PDF reports
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  • View Plan Documents

    From the My Plan page, link directly into the Documents tab to access your plan documents

    • AView or download
    • BReview plan description
    • CSort by date created
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  • Timeline

    The Timeline link offers you view of your time horizon for each of your goals that are considered in your Financial Plan. Additionally, you will now be able to see how those expenses change throughout your retirement period based on the assumptions that are built into your plan.

    • AReview financial goals across your plan's time horizon
    • BInteract with your goals by clicking on the goal legend
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  • Compare to Current

    To build a plan or a road map towards where you want to be, we have to start off where you are. In this section of 360 Wealth+Planning, you can see the results based on your current situation, and compare that against the recommendations we’ve partnered on to get you in the Confidence Zone

    • AReview key dates and spending amounts that take you from your current to recommended scenario
    • BCompare the current allocation to the model being used both before and after retirement
    • CIdentify any recommended changes to your planned savings or income strategy for items like social security
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