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

AL

5

6

7

8

9

10

11

12

1

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NO

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IOR

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ITY

SE

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ND

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Y

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

ILY

GO

AL

DA

ILY

GO

AL

DA

ILY

GO

AL

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RIO

RIT

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PR

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SE

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AR

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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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9

10

GO

AL

SD

AIL

YG

OA

L

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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5

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SUNDAY, 1/13

SATURDAY, 1/12FRIDAY, 1/11THURSDAY, 1/10

DA

ILY

GO

AL

DA

ILY

GO

AL

DA

ILY

GO

AL

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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