You may consider your health and your wealth as separate and distinct aspects of your life. However, charting a secure financial future and healthy life requires thoughtful and ongoing planning.
With life expectancies increasing and the cost of healthcare rising, the concept of a holistic approach to combining health and wealth considerations makes sense.
Northern Trust collaborated with PinnacleCare, a premier healthcare advocacy company, to create the Living Well program. This program provides you and your family leading-edge perspectives on important trends affecting health and wealth and offers effective tactics in developing an integrated health and wealth plan.
Trends Promoting Health and Wealth
New insights and approaches to promote and protect your health and wealth
- Prevention: Take action before any serious health or financial issues arise
- Proactive Planning: Adopt a holistic, comprehensive approach
- Professional Relationships: Cultivate open communication with experienced medical and financial advisors
Five Pathstones to Optimum Health and Wealth
Provides a thoughtful process that can be applied to both health and wealth planning throughout all stages of life
- Identify Motivations and Goals
- Evaluate Current Situation
- Develop Integrated Strategies
- Align Resources to Implement Plan
- Monitor and Evaluate Your Results
A Roadmap for all Stages of Your Life
Designed to help adults implement decisions that affect them and their entire family
- Early Years (birth to 14): Protecting Children
- Teens and Young Adults (15-24): Guiding Children
- Pivotal Years (25-39): Laying the Foundation
- Sandwich Generation (40-54): Balancing Act
- Maturing Years (55-65): Peak Productivity
- Prime Time (66+): Quality of Life
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Sue Smith |
Sue Smith
Prior to joining Northern Trust, Sue was a Financial Planner at Guarantee Associates, LLC in Lansing, and an Associate Financial Planner at Ernst & Young, LLP in Chicago from 1997 to 2002. She has been a contributing editor during 2000, 2001 and 2002 for the Ernst & Young Tax Guide.
Sue earned a Bachelor’s Degree in Organizational Management from Calumet College of St. Joseph in Indiana. She received the Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver, Colorado and is a member of the Financial Planning Association (FPA).