BETTER U PLANNER

 

BETTER U PLANNER

 

{“Quote that embodies your 1 Year vision.”}{Quote Author}

 

{TODAY’S DATE… _ _ /_ _ / 14}              -              {1 YEAR DATE… _ _ /_ _ / 15}

 

Main Objective

  • “…” 

Career

  • Send thank you cards to {INSERT NAME}, {INSERT NAME} and {INSERT NAME}
  • Read {INSERT BOOK NAME}, {INSERT BOOK NAME}, and {INSERT BOOK NAME}
  • Research {INSERT ORGANIZATION NAME} and consider joining
  • Meet with {INSERT NAME} once a month
  • Meet with {INSERT NAME} once a quarter
  • Enhance {INSERT PERSONAL STRENGTH}
  • Strengthen {INSERT PERSONAL WEAKNESS}
  • Add {Item Name} to Career Attire
  • Strengthen LinkedIn Profile by {Insert Strength Component}
  • Become a better Mentor to {INSERT NAME}
  • Engage {INSERT NAME} as a mentor for me.
  • Engage {INSERT NAME} as a potential Sponsor for my career

 

Finances

Amass a net worth of {$______K}. CALCULATE YOUR CURRENT NET WORTH HERE

  • Savings            = {$ INSERT YEAR END TARGET} – beginning at $_______K
  • Work Funded Retirement = {$ INSERT YEAR END TARGET} – beginning at $_______K
  • Investments = {$ INSERT YEAR END TARGET} – beginning at $_______K
  • Cash on Hand = {$ INSERT YEAR END TARGET} – beginning at $_______K
  • Emergency Fund = {$ INSERT YEAR END TARGET} – beginning at $________K

 

Credit

 

Debt

  • Pay down student loan(s) to $___________ from {CURRENT STUDENT LOAN TOTAL}
  • Pay down mortgage(s) to $___________ from {CURRENT MORTGAGE LOAN TOTAL}
  • Pay down {Credit Card Name #1} to $_________ balance.
  • Pay down {Credit Card Name #2} to $_________ balance.
  • Pay down {Credit Card Name #3} to $_________ balance.

 

Family

  • Call {INSERT NAME} Once a week
  • Call {INSERT NAME} Once a month
  • Visit {INSERT NAME} Once a month
  • Visit {INSERT NAME} Once a quarter

 

Friends

  • Attend wedding of {INSERT FRIEND’S NAME}
  • Send baby gift to {INSERT FRIEND’S NAME}
  • Don’t forget {INSERT FRIEND’S NAME} BIRTHDAY
  • Send house warming gift to {INSERT FRIEND’S NAME}
  • Support {INSERT FRIEND’S NAME} with {INSERT PROJECT/TASK NAME}

 

Travel

  • Travel domestically to {DESTINATION CITY}
  • Travel internationally to {DESTINATION CITY}

 

Personal (Check all that apply)

  • Get a Passport {_____}
  • Get Disability Insurance outside of job coverage {_____}
  • Get Life Insurance outside of job coverage {______}
  • Set all bills to Auto-Pay {_____}
  • Complete {INSERT DEGREE}

 

Home

  • Renovate {INSERT ROOM}
  • Pay off {FURNITURE NAME}

 

Health

  • Eat more {INSERT FOOD NAME}
  • Eat less {INSERT FOOD NAME}
  • Drink more {INSERT DRINK NAME}
  • Drink less {INSERT DRINK NAME}
  • Exercise {# OF TIMES} a week
  • Lose {INSERT # of lbs.}
  • Gain {INSERT # of lbs.}
  • Go to bed by {INSERT TIME}
  • Get {#} hours sleep nightly.

 

“U DEFINE SUCCESS.”Urban Professor

January 07, 2014 by Tony Forte
Tags: PLANNER


#UDefineSuccess