How To Use Your New Tools4Wisdom Planner
Spiral bindingallows pages to
lay flat while open.
Full-color tabsallow you to quickly jump to each month.
Thank you for purchasing your new Tools4Wisdom Planner!
Here’s a quick walk-through to help you get started planning.
Each page will also point out important tips and features.
YEARLY GOALS VIEW
This is the “Yearly Goals” section.
Here you can identify where you want to go and who you want to be
personally and professionally -chart your course to success with a
mindful goals worksheet.
YEARLY GOALS VIEW
Step-by-step blocks help you to think
about where you are, where you want to be an how to get there.
List your personal and professional goals then
prioritize them.
GOALS VIEW
On the “Goals View & Mindmaps” page, you can deconstruct your goals.
Reflect on the importance of each goal with a mindmap and break down your objectives into
easil manageable steps and set realistic deadlines.
Check out the next page for some visual examples.
Draw useful mindmaps and sketches, or add
notes here.
GOALS VIEW
What GOAL am I trying to accomplish – and why is it important?
What are the main objectives to accomplish this goal? What are the essential steps to complete the objective?
Target Completion Date:
Target Completion Date:
Target Completion Date:
Target Completion Date:
Target Completion Date:
Lose 20 LBs by Oct 1st for the Wedding
Daily Routines
Exercise Plan
Nutrition Plan
Reading & Research
Explore “Low-Carb Diet ”Explore “Ketogenic Diet “
Calculate ideal heartrate window to burn fat
Make time: Set alarm 30 minutes ahead 8 glasses of water - 1st glass upon waking upDo yoga and stretching exercises 10 minutes of rapid cardio to boost energy
Schedule blood test to assess health vitals
Review test results with nutritionistCreate meal plan upon chat w nutritionistDesign weekly grocery list in prep for mealsGet nutrition monitoring app to track progress
Exercise within 15 minutes upon waking upAlternate between cardio and lifting weights3-day post workout recovery upon lifting
Keep an exercise journal to measure progress
Subscribe to health podcastExplore “Intermittent Fasting“
Take your mindmap goals and break them down intosustainable steps.
AREAS OF FOCUS VIEW
Areas of Focus
CA
RE
ER
& B
US
INE
SS
CAREER &BUSINESS
OPPORTUNITIES
What tangible career or business op-portunities exist? What steps shall
I take to make a lot of progress?
INNOVATIONWhat creative problem solving opportunities exist to grow my
business/career and ability to achieve more?
IMMEDIATE AR-EAS OF
IMPROVEMENT
What areas within my profession need immediate attention, and what
steps shall I take to improve?
FAM
ILY
& L
OV
ED
ON
ES HELPING &
NURTURING LOVED ONES
What opportunities exist to help improve the lives of my loved ones?
DEEPENING RELATIONSHIPS
What shall I start doing – or stop doing – to help deepen
my relationships with my friends and loved ones?
SELF-IMPROVEMENTS
How can I improve myself to benefit my loved ones?
OVERCOME IS-SUES
What relationship challenges exist?What opportunities exist
to overcome them?
GR
OW
TH
STRENGTHEN VALUES
What main values do I choose to nurture within the next few days, and
what goals align with these values?
PERSONAL GROWTH/
OVERCOMING FLAWS
What changes shall I make to overcome any personal flaws and
maximize my potential?
NURTURING PASSIONS
What goals and activities motivate and excite me these days? What can
I do to nurture these passions?
PRODUCTIVITYWhat creative ideas will boost my ability to achieve more in a
shorter amount of time?
Areas of Focus
OV
ER
AL
LH
EA
LTH
– B
OD
Y
TOP PRIORITY
ENERGY, FOCUS, &
PRODUCTIVITY
What urgent and important priorities do I need to accomplish
that cannot be postponed?
What enhancements will grow my level of energy and focus to improve my productivity and quality of life?
VALUES
EXERCISE
What are my top values – and how can I better align my
life with what I value the most?
What gradual changes will enable me to improve my exercise and health routines (or to start one)?
GOALSWhat top 3 goals do I want to
achieve within the near future to feel a sense of accomplishment?
INN
OV
AT
ION NEW IDEAS
What creative ideas will help improve the overall quality of my life – and
the lives of my loved ones?
QUANTUM THINKING
What would a wise person do in my situation to overcome
existing challenges and boost the quality of my life?
CREATIVE PROBLEM SOLVING
What areas in my life need a positive boost? What creative
solutions will help me to improve?
OVERCOMING CHALLENGES
What are my current challenges – and what steps shall I take
to overcome them?
HABITIMPROVEMENTS
What new – and exciting – habits do I need to focus on to improve the
overall quality of my life?
HEALTH IMPROVEMENT
What shall I start doing – or stop doing – to improve my health?
What steps can I take within the next 48 hours?
The Areas of Focus section is a great place to begin if you’re just getting started.
Answer thought provoking questions designed to motivate change or improvement in
every area of your life: innovation, mind, body, soul, finance, family, career and
personal growth.
AREAS OF FOCUS VIEW
Areas of Focus
OV
ER
AL
LH
EA
LTH
– M
IND
& S
OU
LH
EA
LTH
– B
OD
Y
TOP PRIORITY
HAPPINESS
ENERGY, FOCUS, &
PRODUCTIVITY
What urgent and important priorities do I need to accomplish
that cannot be postponed?
What do I believe stands between me and complete happiness? What steps
can I take to bridge the gap?
What enhancements will grow my lev-el of energy and focus to improve my
productivity and quality of life?
VALUES
SENSE OF MEANING &
PURPOSE
EXERCISE
What are my top values – and how can I better align my
life with what I value the most?
What gives true meaning to my life, and what steps will help align my
life with a deeper sense of purpose?
What gradual changes will enable me to improve my exercise and health routines (or to start one)?
GOALS
EMOTIONAL BALANCE
HEALTH IMPROVEMENT
What top 3 goals do I want to achieve within the near future to feel a sense of accomplishment?
INN
OV
AT
ION NEW IDEAS
What creative ideas will help improve the overall quality of my life – and
the lives of my loved ones?
QUANTUM THINKING
What would a wise person do in my situation to overcome
existing challenges and boost the quality of my life?
CREATIVE PROBLEM SOLVING
What areas in my life need a positive boost? What creative
solutions will help me to improve?
What can I start doing – or stop doing – to strengthen
my emotional balance?
What shall I start doing – or stop doing – to improve my health?
What steps can I take within the next 48 hours?
OVERCOMING CHALLENGES
SENSE OF ACCOMPLISH-
MENT
HEALTHY ENVIRONMENT
What are my current challenges – and what steps shall I take
to overcome them?
What new thinking patterns and attitude will help evolve
my self-esteem and sense of accomplishment?
What improvements in my living environment will promote better health?
HABITIMPROVEMENTS
SPIRITUAL GROWTH
FOOD, NUTRITION,
& HYDRATION
What new – and exciting – habits do I need to focus on to improve the
overall quality of my life?
What improvements will help me grow spiritually and to reach a heightened state of awareness?
How can I improve the quality of my nutrition and hydration to boost my health and sense of well-being?
Areas of Focus
FIN
AN
CE
CA
RE
ER
& B
US
INE
SS
NEW INCOME OPTIONS
CAREER &BUSINESS
OPPORTUNITIES
What immediate, near-term and long-term income generating opportunities
exist? Which shall I pursue?
What tangible career or business op-portunities exist? What steps shall
I take to make a lot of progress?
GROWING EXISTING INCOME
INNOVATION
What are my options to incrementally grow my existing
source(s) of income within the next few weeks?
What creative problem solving opportunities exist to grow my
business/career and ability to achieve more?
BUDGETING & SAVINGS
IMMEDIATE AR-EAS OF
IMPROVEMENT
How can I reduce my expenses to maximize my savings?
What areas within my profession need immediate attention, and what
steps shall I take to improve?
PERSONAL INVESTMENTS TO IMPROVE
OPEN ISSUES TO RESOLVE
FAM
ILY
& L
OV
ED
ON
ES HELPING &
NURTURING LOVED ONES
What opportunities exist to help improve the lives of my loved ones?
DEEPENING RELATIONSHIPS
What shall I start doing – or stop doing – to help deepen
my relationships with my friends and loved ones?
SELF-IMPROVEMENTS
How can I improve myself to benefit my loved ones?
OVERCOME IS-SUES
What relationship challenges exist?What opportunities exist
to overcome them?
GR
OW
TH
STRENGTHEN VALUES
What main values do I choose to nurture within the next few days, and
what goals align with these values?
PERSONAL GROWTH/
OVERCOMING FLAWS
What changes shall I make to overcome any personal flaws and
maximize my potential?
NURTURING PASSIONS
What goals and activities motivate and excite me these days? What can
I do to nurture these passions?
PRODUCTIVITYWhat creative ideas will boost my ability to achieve more in a
shorter amount of time?
Where shall I invest time and money to grow my long-term
income and productivity?
Among the list of professional challenges that I face, which open issues shall I focus on
first and foremost?
SUCCESS FACTORS
OVERCOMING THREATS
What success factors will help grow my income while minimizing expenses?
What will be my first steps?
What tangible threats am I aware of, and what are the essential steps to
define, analyze, and mitigate them?
Track each areaand note ideas
which may improveeach area of your life.
Evaluate youroverall happiness
and the well-beingof your loved ones.
Are you where youwant to be in your
career?In your finances?
CALENDAR VIEW
MAY
Notes & Ideas
SUNDAY MONDAY TUESDAY WEDNESDAY
5
12
19
26
6
13
20
27
7
14
21
28
8
1
15
22
29
SUNDAY MONDAY TUESDAY WEDNESDAY
28 29 30
Cinco de Mayo
Mother’s Day
Memorial Day
MAY 2019
Notes & Ideas
THURSDAY FRIDAY SATURDAY
Goals & Ideas
9
2
16
23
30
10
3
17
24
4
11
18
25
THURSDAY FRIDAY SATURDAY
Goals & Ideas
31 1
The calendar view is perfect for keeping track of birthdays, important events, and anything else you
would like be reminded of.
You can also place any of the more than 200+ included stickers to easily see upcoming
events and plan for them.
Use the classic calendar-view for
tracking birthdays, meetings, and other
important events.
Add additional goals and ideas each
month.
Capture yourthoughts and ideas in the “Notes & Ideas” sections.
CALENDAR VIEW
Each month has a different seasonal
color theme!
Mom’s Birthday!
Happy 4th of July!
Busy month!Picnic plans - birthdays, beach!
BILLSDUE
BILLSDUE
BILLSDUE
MONTHLY VIEW
The monthly view lets you create a list of personal and professional
priorities and goals for each month.
Use the monthly planner to see the weeks ahead and allocate your time intelligently.
Never miss an important event or appointment with the dated monthly view.
(I thought I saw a bone back here...)
Ask yourself what monthly goals are most
important and why. List how you
will achieve them here.
Add other important notes
& information here.
MONTHLY VIEW
BIGGESTGoal
OTHER Goals
WHY?Why is it important?
WHY?Why is it important?
HOW?What are the essential steps?
HOW?What are the essential steps?
Essential Goals - Month of AUGUST
Check-inon Yearly
Plan
“A ship without a course stays
in the harbor”
1. Explore the Areas of Focus planning pages
2. Checkout the “Where do I want to be” page
3. Write out SMART goals for each focus area
4. Determine the Top-3 most important goals
5. Use 3x Goals Pages to craft a detailed plan
Complete Financial
Plan
Do my best, and let the
universe handle the rest ...
a) Close books on last year ’s bookkeeping
b) Schedule meetings with CPA and bookeeper
c) Explore Mint to automate budget tracking
d) Set saving goals (vacation , home, college)
e) Setup monthly auto-deposit to savings acct
Start Excercise Routine
... to lose 20 lbs by October 1st in prep for the wedding !
- Set alarm from 7AM to 6:30AM
- Create cardio & workout schedule
- Design grocery- and nutrition plan
- Schedule time for yoga and jogging
- Setup meeting with a nutritionist
Launch Career Plan
Chart a career path where I will genuinely
love what I do - each day...
Map out my strengths and passions
Schedule to do more of what I love each day
Reflect on whom to contact as a mentor
Schedule meeting with a career coach
Find volunteering opportunities at work
Monthly Priorities Masterlist
TOP PRIORITY (Urgent + Important)
HIGH VALUE (Important + Not Urgent)
Notes & Other Priorities
PERSONAL WORK
Complete bookkeeping for last year ’s finances
Schedule bloodtest for health vitals
Schedule meeting with career coachMap out Areas of Focus
Review health goals with a nutritionist
Meet with CPA and bookeeper
Map out yearly goals and milestones
Prioritize yourpersonal and
professional goals.
WEEKLY VIEW
DA
ILY
GO
AL
DA
ILY
GO
AL
DA
ILY
GO
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5
6
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NO
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PR
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PR
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PR
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SE
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SE
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AR
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SE
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ND
AR
Y
WEDNESDAY, 11/7TUESDAY, 11/6MONDAY, 11/5
DA
ILY
GO
AL
DA
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GO
AL
DA
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GO
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DA
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GO
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6GO
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SP
RIO
RIT
Y
PR
IOR
ITY
SE
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ND
AR
Y
SE
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ND
AR
Y
SUNDAY, 11/11
SATURDAY, 11/10FRIDAY, 11/9THURSDAY, 11/8
Use the “Weekly View” to note your daily goals, hourly schedule
and priorities.
Cultivate a positive mindset with space for gratitude thoughts and important
notes.
WEEKLY VIEW
Schedule your tasks throughout each day
here.
Write your daily priorities beneath
each day of the week.
DA
ILY
GO
AL
5
6
7
8
9
10
11
12
1
2
3
4
5
6
7
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GO
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SD
AIL
YG
OA
L
DA
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GO
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DA
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GO
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DA
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GO
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5
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PR
IOR
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SE
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SUNDAY, 1/13
SATURDAY, 1/12FRIDAY, 1/11THURSDAY, 1/10
DA
ILY
GO
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DA
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GO
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DA
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GO
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WEDNESDAY, 1/9TUESDAY, 1/8MONDAY, 1/7
NOTES
Here are the “Notes Pages”
6 pages of blank pages for notes, sketches, mindmaps,
etc.
NOTES
STAY ORGANIZED: My Tools4Wisdom dated planner helps me set yearly goals, identify top monthly priorities and create an easy-to-follow action plan with a daily planner, weekly planner and monthly planner all in one!
ACCOMPLISH MORE: I can ditch overwhelming to-do lists and follow a meaningful goal setting system that keeps me focused on the important areas of my personal and professional life.Includes 200 stickers to highlight important events and appointments!
LIVE A HAPPY LIFE: By concentrating on goals that enhance my life, I’ll feel hap-pier andmore productive, freeing up time to enjoy more of what I love. With space to journal and inspiring seasonal color themes, I can unlock the creativity to reach my full potential!
PLAN to do more of what I LOVE
Work on my sketches - build a portfolio
Woman’s face - 1
FEATURES
2 Pages of Stickers Back Pocket Sturdy Spirals
Ribbon Bookmark Reinforced Monthly Tabs12 Seasonal Themes