20yr mktg plan jea santos suarez

www.jeannasantossuarez.blogspot.com

Journey to the 20th Hole

Jea Santos-Suarez

For Financial Caddie, Jea Santos-Suarez


A good caddie is more than a mere assistant. He is guide, philosopher and friend. - Henry Longhurst

A caddie saying once said…


A. Daily at the Driving Range• Mission / Vision• My Caddie Roles• Quotes From Jeremy Lin• Getting to the 20th Hole

B. End in Mind• An Ethical Financial Caddie

The Journey to the 20th Hole


Mission / VisionMy purpose in life as a Financial Caddie is

to back up my clients by using God-given, hard-earned talent & knowledge in financial analysis to let my ‘players’ know where they are, what tools they can use to help them get to their target destination faster using the littlest amount of resources in an ethical manner.

I align daily


1. A Catholic2. A Loving and Supportive Wife3. A Caring Daughter and Sister4. Unconventional Finance Specialist5. Helpful Financial Caddie

My Caddie Roles


A Loving and Supportive Catholic Wife


A Caring Daughter & Sister


Unconventional Finance Specialist & Helpful Financial Caddie


J

J Sun Toes

Suha Rest

JHeYa Sun Toes – Suha Rest, Unilab


1. I'm not playing for other people – I am my own Financial Caddie who works hard to

impress my own self and not others.

2. Persistence beat talents all day long– There might be Finance people better than me,

but with sheer persistence I can excel in my own right

Jeremy Lin Quotes


3. This is my dream being lived out and I am so thankful for that

– I never thought I would work in a prestigious & famous company, such as UNILAB, who cares for employees so much, I shall remember how thankful I am for this everyday I work

4. If you don’t have appropriate boundaries, you’ll compromise your faith

– There are a lot of temptations in the world today, especially in business, it is important to have a set of ethical values you live by to help you make good judgments

Jeremy Lin Quotes


Getting to the 20th Hole

Here and Now29 yrs oldWifePregnantFinance SpecialistNeed to pay off BIG

obligationsFinancial Caddie

End in Mind49 years oldFulfilling MarriageWith a child in collegeFinance Key PersonnelStable & comfortable

finances without debt


• Daily Assessment of Notable Experiences & Achievements

• Cash Monitoring Sheet (with Net Take Home Computation)

• Food Diary

Daily Driving Range to Ensure Smooth Journey to the 20th Hole


As a Financial Caddie, I acknowledge always being in the back, to support, to monitor performance and guide my players through the ‘green’, the challenging world of business.

I win if they are able to succeed being financially healthy with the right set of ethical values.

See You in the Green


Journey to the 20th Hole

Jea Santos-Suarez

For Financial Caddie, Jea Santos-Suarez

Date post:	23-Jun-2015
Category:	Economy & Finance
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20yr mktg plan jea santos suarez

Economy & Finance