Schwab-brand piano music plays. A young woman in professional attire is seated facing the camera with a light-filled office space behind her.

Onscreen text: Christina Faulkner, CERTIFIED FINANCIAL PLANNER™, Schwab Intelligent Portfolios Premium™

Hi, my name is Christina Faulkner. I am a CERTIFIED FINANCIAL PLANNER™.

Christina is shown in her bright office, sitting at her desk by a window. She is smiling while talking on a headset and looking up something on her computer.

Christina [offscreen]: I love working as a planner, because I get to help people figure out how to get from today to tomorrow.

A view of her computer screen reveals she's in a phone chat with a client.

Christina [offscreen]: Some of the common questions that I get from clients are how am I doing, am I on track towards meeting my goals, and how do I juggle everything.

Christina faces the camera and continues the interview.

Christina: And they're concerned about it. They're trying to figure out how do I do all of these things. How do I pay for the down payment of my home. How do I pay off my student loans, or even save for retirement. That's a lot. With planning, we help them prioritize by first understanding what's most important to you at this point. We help you to see the big picture of what you're trying to accomplish. Let's create a plan on how you get there.

Onscreen text: Schwab Intelligent Portfolios Premium™

Music continues to play.

Onscreen text: Charles Schwab. Own your tomorrow. Investing involves risk including loss of principal. Demo shown is for illustrative purposes only and is not representative of any client, experience, or result. Individual experience will vary.

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