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I would like to save enough money to take a trip around the world for a year? Look a Capital One branch, let me see if they can help me.
Capital O
I have two accounts, both for retirement.
I would like to take a year off work for a trip around the world.
We can make that happen. Do you have accounts at Capital One?
Diane was able to pull up a list of all his existing holdings and create a proposal to help make his goal a reality.
Great, let me put together a proposal for you. Let's see we can meet all your goals if we move some of your holdings around, and open a third account.
I like this approach, let's go with it!
Six months later
Wonder how my accounts are doing? Almost enough in my travel account to take my trip. And my retirement accounts are doing great too!
Hi Bob, I just looked at your accounts. Looks like you can start planning that trip for next year.
Six months later
Ten months later
Finally on my way and first class! Around the world in 365 days! Let me look at my retirement accounts.
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