How We Work With You
Everything we do for our clients is built on trust and the deep relationships we develop with them. Some of the unique ways we work with you:
Before the Relationship
We create a financial plan before we make the mutual decision to bring someone on as a new client. The process begins with a Discovery Meeting, where we learn everything about your financial situation, concerns and goals. From there, we create a plan with the tools to get you where you want to go.
Family Culture
We think of our clients as part of the family. That was true with Hefren-Tillotson, a family-owned firm where the team began, as well as with Baird. That family experience allows us to get close enough to our clients to fully understand every aspect of their lives.
Business Owners
We understand that business owners are often too busy running their enterprise to focus on their personal financial affairs. We can help ease that burden, as well we set up succession or transition plans for when you’re ready to exit the business. The expertise of Baird’s Business Owner Solutions Group is of tremendous help here.
Estate Planning
We work with multiple generations, whether that’s bringing in an existing client’s children or working with a client’s parents. With estate planning issues, it’s critical to have all parties understand what their expectations and responsibilities are.
