Baird Financial Services is all about ensuring that each client gets the right solution for his / her unique financial and lifestyle needs. The process for determining the appropriate solution, is as follows:

 1. Initial meeting:

Obtaining all the relevant information to complete a full financial needs analysis, identify  needs and discussing the way forward

2. Financial Needs:

Performing a full financial needs analysis in Analysis: order to establish the client’s current financial situation, understanding the shortfalls and other needs in the current situation

3. Solution:

Based on the outcome of the Financial Needs Analysis, a solution is then prepared for the client to address any shortfalls or concerns

4. Consultation:

The proposal for the solution is presented to the client and discussed in detail. The client gives input regarding the advice given and based on the consultation the necessary changes are made and presented back to the client

5. Acceptance:

Once the client is satisfied with the advise and the solution, He /She then approves and accepts it. Baird Financial Services will then go ahead and make the various changes as discussed

6. Continuous:

The client is revisited once a year to

7. Support:

We ensure that the current solution is still adequate for his / her financial needs.