New Client Portal
This page serves as a hub for all the tools and resources that you will need within the first 90 days of becoming a client of ours. These resources will help set you up for success as a new client.
Preparing for your Initial Meeting
The goal of our initial meeting is to get to know you and understand your priorities and goals. Our MASTERPLAN® team will then use the information gathered to construct a personal plan tailored to meet your short and long-term goals. Once the plan is completed, we will meet again to review and discuss our written recommendations. There is no cost or obligation in meeting with us, but we hope to earn your trust and that you will choose to become our valued client.
Our assembly list and budget checklist compiles important information in reviewing your total financial situation. You may bring hard copies of the documents listed in the checklist, or reach out to us to submit them electronically ahead of our meeting.
Baird Online
Register for BairdOnline, your financial life in a digital world. Registering is a four-step process. Enter your personal information, verify your email address, set your user ID/password, and set security questions and phone numbers.
360 Wealth
Access 360 Wealth to view your net worth and all of your financial accounts in a single location. You can also build a budget, analyze your income and expenses, review your cash flow and create customized rules for categorizing your transactions.
Statement Overview
Our customized statements are designed to enhance your understanding of your portfolio and activity with a clear, comprehensive view.