Couple in Nature

360 WEALTH
&
PLANNING

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>
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.

A

Learn more about our Wealth Management and Planning process at Baird

B

Select life or financial change

C

Include a note to your financial advisor

D

Send to your financial advisor

Baird Online Planning Life Change Screenshot Example
 

Planning >
My Plan

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

A

Probability of success meter focuses on long-term success based on your goals

B

Review of your needs, wants and wishes

C

Review your current portfolio allocation and net worth

D

Provides a full view of your net worth aligned to your financial plan

E

Easily access your financial plan PDF reports

Baird Online Financial Planning My Plan Screenshot Example
 

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.

A

Review key dates and spending amounts that take you from your current to recommended scenario

B

Compare the current allocation to the model being used both before and after retirement

C

Identify any recommended changes to your planned savings or income strategy for items like social security

Baird Online Planning Compare to Current Screenshot Example
 

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.

A

Review financial goals across your plan's time horizon

B

Interact with your goals by clicking on the goal legend

Baird Online Planning Goal Timeline Screenshot Example
 

Planning >
View Plan Documents

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

A

View or download

B

Review plan description

C

Sort by date created

Baird Online Planning Documents Screenshot Example