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.
Planning > 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.
Review key dates and spending amounts that take you from your current to recommended scenario
Compare the current allocation to the model being used both before and after retirement
Identify any recommended changes to your planned savings or income strategy for items like social security
Planning > 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.
Review financial goals across your plan's time horizon
Interact with your goals by clicking on the goal legend
View Plan Documents
From the My Plan page, link directly into the Documents tab to access your plan documents.
View or download
Review plan description
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