Exhibit $1$: Email

Hi Jocelyn,

I am looking forward to our meeting next Thursday at $3pm.$ In order to prepare for our meeting, I would like for you to develop a list of short, medium and long$-$term savings goals. This will help us work together to figure out:

How much you will need to save

Where you should put your savings

In terms of point #$2$ above, I think that there are three options that you might consider for where to put your savings. I am listing them below as well as how much those investments have typically returned in a year. I think we want to make sure that you earn the highest returns for your mofiey so I will likely suggest all stocks but I wanted to make sure you saw that there were other options also.

Savings$/$Investment options:

Savings account $(1\%$ annual return$)$

Bonds $(3-5\%$ annual returns$)$

Stocks $(7-9\%$ annual returns$)$

Also, you should know that our firm has some of the best stock mutual funds around and I look forward to sharing them with you soon.

Regards,

Tommy Stockman

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