connect
Every great partnership starts with a conversation. In our first call, we take the time to understand where you are today and what you envision for the future. We’ll introduce who we are, how we work with clients, and what makes our approach unique. If it feels like a good fit, we’ll guide you through the next steps and schedule a meeting to explore your financial picture in greater depth.
discover
Our first in-depth meeting—whether in person, virtually, or by phone—is focused on gaining a clearer picture of your financial life and priorities. We ask thoughtful questions, listen closely, and bring key planning considerations to your attention—ensuring we address what matters most to you now and in the future.
STRATEGIZE
With a deep understanding of your goals and circumstances, we develop a personalized financial plan designed to bring clarity and confidence to your financial life. We take care of the heavy lifting, crafting a roadmap aligned with your vision. From there, we determine if moving forward together is the right next step.
NAVIGATE
Financial planning isn’t a one-time event—it’s an ongoing process. Once you become a client of the Clerici Larkin Group at Baird, we actively monitor your plan, making adjustments as your life and the markets evolve. Through regular check-ins, structured reviews, and timely insights, we provide guidance to help keep you on track toward your goals.