The Ultimate Planner to Jumpstart Your 2025, Ep #256

| |

Today, I’m sharing something that my family has fallen in love with—The Clever Fox Dated Planner. This planner goes beyond simple scheduling with features like a gratitude section, vision board, habit tracker, and tools for setting and achieving SMART goals. It’s designed to help you reflect, plan, and improve every week. If you’re ready to take control of your time and goals, let me tell you all about it!

Start 2025 strong with the Clever Fox Dated Planner! This isn’t just a planner—it’s a tool to reflect, set SMART goals, track habits, and create a vision for your year. My family loves it, and I know you will too. #SMARTGoals #Habits #Goals… Click To Tweet

Outline of This Episode

  • (1:09) I hope you had a wonderful Christmas and New Year!
  • (2:36) The planner that we bought for the entire family
  • (15:45) Spend some time zeroing in on your goals for 2025

The planner that we bought for the entire family

We bought the Clever Fox Dated Planner with habit trackers for goal setting and time management for everyone in the family. Though we were a bit worried that they wouldn’t be excited, surprisingly, everyone loved it.

But why do I love this planner so much? Because of everything it includes:

  • How-to Guide: It comes with a pamphlet, “How this planner works.” They tell you where to begin, what to think about, and share examples.
  • Gratitude and Self-Awareness: This section gives you space to write down what you’re grateful for and passionate about.
  • Daily Rituals: This is an opportunity to think about the skills you want to learn and habits you want to adopt. Maybe a ritual is drinking more water, meditating, or going to the gym.
  • Affirmations: Short sentences with an optimistic tone stated in the present tense, i.e., “I am an architect of my life.” They give you confidence.
  • Vision Board: They provide a two-page outlay where you can create your vision and get clear on what you want from life.
  • Goals: You’re given space to write three goals for each of these sections: health & fitness, business & career, personal development, relationships, family & friends, fun & recreation, and spirituality.
  • Mind-Map: This section helps you take the big goals you’ve written down and break them down into smaller pieces.
  • Monthly Page: This is a full page just like a typical planner (months January through January). It includes areas to write notes and goals.
  • Weekly pages: This allows you to write out the week’s main goals, priorities, etc.
  • Habit Tracker: You can write down things you want to turn into habits. It allows you to check a box for each day.

Each weekly section includes an area where you can write down how you’ll improve the next week. What didn’t you do that you should’ve? How can you improve the next day and week?

Why do I love the Clever Fox Planner? It’s packed with features: Gratitude & affirmations, vision board, goal-setting tools, weekly reflection, and a habit tracker. It’s everything you need to stay organized and crush your 2025 #goals.… Click To Tweet

Implement SMART goals

I try to record an episode about goal-setting at the beginning of every year and always encourage you to make sure that your goals are SMART:

  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-Bound

Your goal might be to pay off a credit card by the end of the year. Maybe it’s to run a half-marathon by June 15th. Here’s my challenge: Write out five SMART goals you want to achieve in 2025 (and it’ll be far easier to track with a planner like this!).

Set yourself up for success in 2025 with SMART goals! Make sure your goals are Specific, Measurable, Achievable, Relevant, and Time-Bound. This approach will keep you focused and motivated throughout the year. Start planning today! #SMARTGoals… Click To Tweet

Resources Mentioned

Connect With Scott Wellens

Subscribe to Best In Wealth

Audio Production and Show notes by
PODCAST FAST TRACK
https://www.podcastfasttrack.com

Podcast Disclaimer:

The Best In Wealth Podcast is hosted by Scott Wellens. Scott Wellens is the principal at Fortress Planning Group. Fortress Planning Group is a registered investment advisory firm regulated by the Securities Act of Wisconsin in accordance and compliance with securities laws and regulations. Fortress Planning Group does not render or offer to render personalized investment or tax advice through the Best In Wealth Podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

About the author, Scott Wellens

Scott Wellens, CFP® is an investment advisor and founder of Fortress Planning Group. After earning his Bachelor of Science degree from the University of Wisconsin-Oshkosh, Scott quickly ascended to become a Vice President of North American Sales at a major regional provider of telecommunications infrastructure. While financially successful in this role, Scott searched for ways to pursue his passion related to financial literacy and providing financial freedom for both his own family and others. During his search, Scott became curious about the significant gap he found in the financial services sector: he was unable to find a comprehensive financial planner that maintained a family stewardship lens without being attached to financial products. Scott decided to fill that gap by creating his own planning firm that maintains a strong passion for comprehensive, unbiased wealth planning that is genuinely client-centered.

Scott resides in Menomonee Falls, WI with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board, serves as a Dave Ramsey Financial Peace facilitator and leads the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.

Tagged

Leave a Comment