Financial well-being is a lifelong commitment with goals that evolve with your life stages and business. Mapping out your goal points along the way is best achieved through a discovery process detailing your needs and anticipating challenges. Your investment plan is completely customized and transparent, based on the discovery process.

We begin with a discovery interview to develop a thorough understanding of you and your family. We review your goals, values and interests as well as pertinent financial data. All in all, we consider where you want to go with your life, and the gaps that need to be addressed to get you there.

We carefully consider the investment program you have in place identifying what may be working well and clarifying the areas that need improvement. We disclose the total cost of our program, outlining all possible fees, stating them on a percentage and a dollar basis. Our analysis includes all tax implications and compares the total cost of our recommendations with the total cost of your present investment program.

During this meeting we present a diagnostic of your current situation and outline our recommendations for moving forward, which includes details of your customized Investment Plan.

We carefully consider the investment program you have in place identifying what may be working well and clarifying the areas that need improvement. We disclose the total cost of our program, outlining all possible fees, stating them on a percentage and a dollar basis. Our analysis includes all tax implications and compares the total cost of our recommendations with the total cost of your present investment program.

Like any service worth paying for, you want a wealth management coach who’s fully committed to service excellence. Keeping an open dialogue with you creates the financial building blocks and freedom you value.

At the Mutual Commitment Meeting, all your questions and concerns are addressed. Once we determine our relationship is mutually beneficial then paperwork is completed to engage our services and enter into a fee arrangement. We review a worksheet outlining the implementation steps and the documents necessary to open your accounts and transfer assets.

In subsequent days, we implement your new plan keeping you apprised every step of the way. Though transferring your assets can seem like a complicated endeavor, our experienced staff makes it simple and clear. You can monitor the changes through Baird OnLine, the secure internet website for clients of Baird Private Wealth Management.

With a transition plan fully in place, we schedule the 45 Day Follow-up Meeting. The purpose of this meeting is to complete our new client orientation. This includes a review of the successful implementation of your investment plan and a clear explanation of all of the reporting that you receive from us. Also, we introduce you to our team so you are fully aware of all of the services we provide.

Effectively planning for your future is a marathon not a sprint. Guy runs alongside you every step of the way, initiating the Advanced Planning Advisory Team (estate planning lawyer, accountant, insurance advisor, banker) to facilitate the implementation and ongoing review. Through Regular Progress Meetings a review is conducted on your investments and advanced plan implementation, keeping the focus on achieving your goals. Guy's Financial Concierge Services helps you stay on top of the many financial administration issues you face.

Next, we turn to advanced planning work with the goal of maximizing your wealth, minimizing the risks that you as a business owner face, and controlling the distribution of your assets. We convene a meeting of our professional advisor network on your behalf. Using the Family Profile as our guide, we identify the areas that present the greatest opportunity for improvement, and proactively consider situations that could undermine your years of work.

Just like a business owner has an internal advisory team of senior management to help run the business, we work with you to assemble a personal advisory team to manage your personal financial affairs. A comprehensive management plan is only as good as its implementation. It is crucial for all of your advisors to communicate with each other and to work together on your behalf. We serve as a catalyst to make sure that happens.

This is where we are different from the typical investment experience. We begin every meeting with a review of your Family Profile mind-map where your goals and most important relationships are front and center. Within this context, we review how your investment portfolio is progressing toward reaching your goals. We report on asset allocation and review investment managers, interpreting portfolio performance based upon these factors. We discuss economic events and trends communicating their relevance to our overall plan. Finally, we address ongoing wealth enhancement, wealth protection, and wealth transfer action steps from your Advanced Plan.

If you have a question or concern about any financial issue please contact us. Our goal is to make your financial life easier, and we are ready to do whatever we can to help make that possible, including:

• Providing information to assist with completion of credit or mortgage refinancing applications
  
• Offering bill pay and cash management services
  
• Providing guidance and support with the administration of a loved ones estate