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.
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.
Periodically check-in on key attributes of your plan based on your unique goals established with your financial advisor.
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.
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.
From the My Plan page, link directly into the Documents tab to access your plan documents.