Moments You Plan For

Insight: One in every 10 Americans would rather go to jail than create a financial plan.

We view financial planning as a highly negative experience wrought with stress. We often forget the benefit of having a financial plan is being able to protect and help the ones you love. This campaign aims to change how people view financial planning by sharing relatable joyful moments where it all pays off.

Our Role: Concept on the idea, write scripts with my creative partner, and work with my creative directors through pre-production and production.

College Acceptance

When your daughter gets accepted into her dream college -- the one she’s been wanting to go to since she was a little girl -- you shouldn’t have to worry about the costs of books, board, and tuition. Instead, the only thing on your mind should be how to finally let her go after all these years without crying! A 529 College Savings Plan can help you plan for moments like this.

Father-Daughter Dance

When your daughter has the big wedding she’s been dreaming about since she was a little girl, you can be there to help her start that new chapter in life. And instead of worrying about the price tag of the wedding, you should be focusing on perfecting the special father-daughter dance routine you choreographed together to show off your moves.

Record Store

Retirement doesn’t always mean getting away--it can also mean staying in the mix. If opening your own family business in retirement is your dream, there will be plenty of things on your mind; wondering if you’ve saved enough shouldn’t be one of them. If you have a retirement plan, you can spend more time thinking of the perfect name for your new store and less about how to make the numbers work.