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My Services

Investment Process

When we formed Baird Financial Management, we chose to affiliate with Wells Fargo Advisors Financial Network.  We believe it allows us to offer our clients the best of two worlds: the history and resources of one of the nation's largest financial services organizations combined with the personal attention and service we deliver as a small practice focused on your family's needs.

As a Financial Advisor and CFP® Professional, I am dedicated to putting your needs first - which means not only looking at your investment portfolio with a fresh perspective but also reviewing your investment plan with you to help ensure your investments are in line with your goals and objectives.

  • Will you be financially prepared for retirement?
  • How will your estate be distributed to your heirs?
  • How will changing tax laws affect your investments?
  • Will you be able to afford a high-quality education for your children or grandchildren?
Few people can answer these questions on their own with confidence. This is where a Financial Advisor can step in and assist. I will take the time to help you address all of your financial concerns so that you can focus on what's most important in your life. Together we can develop a well-designed investment plan that not only reflects your long-term goals and a comfortable level of risk but also serves as the foundation of our long-term relationship.

Wells Fargo Advisor's eMoney software, which uses a unique investment-planning process to estimate the likelihood that your strategy will support your preferred financial future, is an important tool we use to help us create the investment strategies for our clients. We first help you articulate and prioritize your family's goals. We analyze your financial circumstances and present you with advice and guidance aimed at helping you reach your goals. We help you understand the tradeoffs that may be necessary to meet more challenging goals and work with you to formulate a strategy to take you where you want to go. We then agree on an action plan and help you make the right investment choices from a wide spectrum of investment options. 

 

 
*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.


IMPORTANT: Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.