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| Home > Client Scenarios > Client Experiences > Young Family |
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Bill and Karen are planning on buying their first house to make room for their growing family.
Along with this important goal, they want to ensure that they are saving enough for their children's education.
With new pressures on their time, Bill and Karen need to find ways to simplify their lives. They want an excellent
rate on their mortgage, and although they already use online banking, they
would like to pay bills online.
Bill and Karen call Stephen, a banking representative from Harris who provides the couple with information on Affordable Mortgage Programs,
and invites them to attend a Homebuyer Seminar in their area.
Stephen also puts Bill and Karen in touch with a representative from Harris Investor Services Financial Advisor, to conduct a
personalized goal planning session and to discuss both college and retirement savings plans.
Finally, Stephen sets Bill and Karen up with online bill payment.
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