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Wise Choices. Improved Finances. A Better Life.
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Month: December-11
Intended Results (by Priority) Goal Actual
Goal ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority)
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1 2 3
Learn Your Choices in Discount Brokerage Firms at The Wisdom
Journal
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31
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27 28 29 30
Open a new savings account and start saving for next year's Christmas at The Wisdom Journal.
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3 to 5 Year Plan by:
This Month Six Month Plan by:
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Get a free credit report from Equifax at www.annualcreditreport.com.
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January-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
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3 to 5 Year Plan by:
Intended Results (by Priority) Goal Actual
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Month:
Update your will.
28
Read 10 Ways to Slay the College Dragon at The Wisdom Journal.
29
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February-11
Sunday Monday
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Intended Results (by Priority) Goal Actual
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Intended Results (by Priority)Goal
1
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March-12
Sunday Monday Tuesday Wednesday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
Six Month Plan by: This Month
3 to 5 Year Plan by:
Intended Results (by Priority) Goal Actual
Buy your tax preparation
software!
SaturdayThursday Friday
30
Read Investment Strategies to Beat The Tax Man at The Wisdom Journal.
29 31
7
11
4 5 6
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4 5
Read Beyond “Little Known” Tax Deductions, Worry Instead About Forgotten
INCOME at The Wisdom Journal.
26 27 28
29 30
22 23 24 25
12 13 14
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8 9 10 11
April-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
Six Month Plan by: This Month
3 to 5 Year Plan by:
Intended Results (by Priority) Goal Actual
61 2 3 7
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May-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
Six Month Plan by: This Month
3 to 5 Year Plan by:
Intended Results (by Priority) Goal Actual
41
Read 7 Common Interview Questions for the New Graduate (or anyone else) at The Wisdom Journal.
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On I will accomplish:
In the spirit of "doing what it takes," I will:
Game Plan
Quarterly Accountability
M T W T F S S
1
GOAL ACTUAL WK
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Consider student loan consolidation.
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June-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
Six Month Plan by: This Month
3 to 5 Year Plan by:
June 30 is the deadline for college students to file the Free Application for Federal Student Aid for the coming school
year.
28
Intended Results (by Priority) Goal Actual
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Get your car insurance re-quoted.
31
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July-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
Goal ActualIntended Results (by Priority)
Six Month Plan by: This Month
3 to 5 Year Plan by:
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Set up an online bank account.
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August-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
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Goal Actual
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29
Learn to avoid the 8 Money Mistakes Even Smart People Make at The Wisdom Journal.
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29
Get your third free credit report from TransUnion at www.annualcreditreport.com.
Read The Inner View of Your Interview at The Wisdom Journal.
30
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September-12
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28
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If you're self-employed, October is the deadline to establish a Simple IRA.
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October-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority) Goal
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ee y an
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schedule schedule schedule schedule
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MONDAY TUESDAY WEDNESDAY
Square 2
notes notesnotes notes
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Daily Disciplines
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Check your flexible spending account to see what you need to
spend before year-end.
November-12
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Intended Results (by Priority) Goal Actual Goal Actual
Six Month Plan by: This Month
3 to 5 Year Plan by:
Intended Results (by Priority) Goal Actual
It's open enrollment for most health plans. If you don't have health or dental insurance, check out
www.ethealthinsurance.com
Intended Results (by Priority)
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Learn the Savings vs Investing Distinction at The Wisdom Journal.
Have you set up your PerkStreet Checking Account yet? It comes with REWARDS!
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December-12
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schedule schedule schedule schedule notes
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SUNDAYTHURSDAY FRIDAY SATURDAY
Money ActivitiesUrgent
notes notes notes
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Most Important Tasks:
Task What's the next required actionable step to take?
What resources are required to take the next step?Why is this task so important?
Who's help will you need?
Task What's the next required actionable step to take?
What resources are required to take the next step?Why is this task so important?
Who's help will you need?
Task What's the next required actionable step to take?
What resources are required to take the next step?Why is this task so important?
Who's help will you need?
Task What's the next required actionable step to take?
What resources are required to take the next step?Why is this task so important?
Who's help will you need?