Focusing on Your Complete Financial Picture
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:
- Maintaining your current lifestyle, from today through retirement
- Understanding your short- and long-term spending needs
- Maximizing cash flow
- Helping you hedge against market volatility
- Minimizing your tax situation
- Making sure you are adequately and appropriately insured against risk
- Preserving your lifestyle in retirement
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:
- View your financial picture inclusive of assets and liabilities held at other institutions using one ID and password
- Easily add non-financial assets such as jewelry, real estate and collections, even rewards program miles
- Set up notifications when balances are above or below a threshold you specify or receive alerts to confirm when transactions are complete and when statements, bills and other important documents are available
- Access your accounts and pay bills anywhere, anytime — from your desktop, laptop, tablet or smartphone
- Go paperless for your banking deposit, trust, investment management, custody and brokerage account statements
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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).
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