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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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