The Story
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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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