Let us help you translate your priorities into a lifelong financial strategy that gives you more confidence you will achieve your goals. With your objectives as our guide, we develop an integrated financial plan that addresses your needs at every stage of life, such as:
Unique Planning Conversations
Strategic planning provides you with the framework to make informed financial decisions in all aspects of your life. Ongoing review will help ensure that your plan accommodates life’s changes such as marriage or divorce; children or grandchildren; healthcare issues for you, your parents or other family members; changes in tax laws and other events that may occur.
Experienced Northern Trust professionals will guide you through our six-step planning process:
Step 1: Assess Identify and define your goals
Step 2: Inventory Financial analysis
Step 3: Recommend Strategic and tactical ideas
Step 4: Implement Integrate strategies and resource alignment
Step 5: Monitor Oversight of your financial plan and portfolio performance
Step 6: Evaluate Adjustment for changing market conditions and lifestyle needs
By using a holistic approach that takes into account your goals and priorities, our planning process can help ensure a healthy and rewarding financial future for you and your loved ones.
Online Services through Private Passport
Northern Trust has transformed traditional online banking into an expansive online wealth management suite for all your accounts, all in one convenient place. Built for ease of use, Private Passport's tools accommodate those looking for simplicity as well as those with complex financial portfolios. Advanced technologies allow you to:
Frank C. Bond
Prior to joining Northern Trust, Frank was with Bank One’s (now JPMorgan) Private Client Services group in the Financial Planning and Insurance division. Before that, Frank worked for seventeen years with The Greater Chicago Group (now GCG Financial) in north suburban Chicago as a consultant to its financial planning, investments, employee benefits and qualified plans divisions.
Frank graduated from Northwestern University’s Technological Institute and its Law School. In addition to a law degree (JD), Frank has earned the designations Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®).
Garrett earned his bachelor’s degree from Amherst College. He completed the Certified Financial Planner program at DePaul University, and earned the CFP® designation from the College of Financial Planning in Washington, D.C.
Nancy L. Nauheimer
Prior to joining Northern Trust, Nancy was a consultant and strategic planner serving Fortune 500 companies - specializing in the financial services industry, consumer package goods, retail, healthcare and technology sectors, where she helped support corporate growth and profitability strategies. She developed her client service, analytic and advisory skills while a member of the Research and Strategic Planning Group of a Fortune 100 Company in Chicago, and as Senior Project Manager at two global Marketing Research/Consulting firms.
Nancy holds a Master’s degree from the University of Illinois Chicago, and completed the Certified Financial Planner program at DePaul University. She holds the Certified Financial Planner™ (CFP®) and Certified College Planning Specialist designations. Nancy is a member of the Financial Planning Association (FPA), Chicago Estate Planning Council (CEPC) and National Institute of Certified College Planners (NICCP).
Nancy serves as President of the Disability Business Resource Council at The Northern Trust, providing awareness, education, advocacy and support on disability and caregiver related issues to benefit our clients, partners and the communities we serve, with a Focus on Ability!