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The Wisdom Journal Calendar www.thewisdomjournal.com Wise Choices. Improved Finances. A Better Life. ss on tatement 1. 2. 3. 4. 5. 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. Month: December-11 Intended Results (by Priority) Goal Actual Goal Actual Intended Results (by Priority) Goal Actual Intended Results (by Priority) Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 Learn Your Choices in Discount Brokerage Firms at The Wisdom Journal 4 5 6 7 8 9 10 11 12 13 14 15 16 17 31 18 19 20 21 27 28 29 30 Open a new savings account and start saving for next year's Christmas at The Wisdom Journal. 22 23 24 25 26  3 to 5 Year Plan by: This Month  Six Month Plan by:  

2012 Day Planner

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The Wisdom Journal Calendar www.thewisdomjournal.com 

Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month: December-11

Intended Results (by Priority) Goal Actual

Goal ActualIntended Results (by Priority) Goal Actual Intended Results (by Priority)

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3

Learn Your Choices in Discount Brokerage Firms at The Wisdom 

Journal 

4 5 6 7 8 9 10

11 12 13 14 15 16 17

31

18 19 20 21

27 28 29 30

Open a new savings account and start saving for next year's Christmas at The Wisdom Journal.

22 23 24

25 26

 3 to 5 Year Plan by:

This Month  Six Month Plan by:  

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The Wisdom Journal Calendar www.thewisdomjournal.com 

Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

5 6

Get a free credit report from Equifax at www.annualcreditreport.com.

1 2 3 4

29 30 31

26 27 2822 23 24 25

12 13 14

15 16 17 18 19 20 21

January-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

7

8 9 10 11

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The Wisdom Journal Calendar www.thewisdomjournal.com 

Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

Update your will.

28

Read 10 Ways to Slay the College Dragon at The Wisdom Journal.

29

23 24 25

26

19 20 21 22

9 10 11

12 13 14 15 16 17 18

5 6 7 8

3 4

Tuesday Wednesday

2

Thursday Friday Saturday

February-11

Sunday Monday

Actual Goal ActualIntended Results (by Priority)

Six Month Plan by:   This Month  

Intended Results (by Priority) Goal Actual

3 to 5 Year Plan by:

Intended Results (by Priority)Goal

1

27

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The Wisdom Journal Calendar www.thewisdomjournal.com 

Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

22 23 24

25 26 27 28

18 19 20 21

12 13 14 15

1 2 3

8 9 10

16 17

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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Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

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

15 16 17 18 19 20 21

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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Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

313027 28 29

17 18 19

20 21 22 23 24 25 26

13 14 15 16

5

6 7 8 9 10 11 12

32

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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Wise Choices. Improved Finances. A Better Life.

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

2

3

4

5

6

7

8

9

10

11

12

13

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Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

29 30

Consider student loan consolidation.

17 18 19

24 25 26 27

20

7 8 9

14 15 16

21 22 23

10 11 12 13

3 4 5 6

1 2

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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Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

Get your car insurance re-quoted.

31

1 2 3 4 5

29 30

19 20 21

22 23 24 25 26 27 28

15 16 17 18

6 7

8 9 10 11 12 13 14

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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The Wisdom Journal Calendar www.thewisdomjournal.com 

Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

30 31

Set up an online bank account.

26 27 28

16 17 18

19 20 21 22 23 24 25

12 13 14 15

2 3 4

5 6 7 8 9 10 11

1

August-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  

Goal Actual

3 to 5 Year Plan by:

Intended Results (by Priority)

 

29

Learn to avoid the 8 Money Mistakes Even Smart People Make at The Wisdom Journal.

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Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

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

2723 24 25 26

13 14 15

16 17 18 19 20 21 22

9 10 11 12

1

2 3 4 5 6 7 8

September-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  

Goal Actual

3 to 5 Year Plan by:

Intended Results (by Priority)

 

28

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Wise Choices. Improved Finances. A Better Life.

ss on tatement

1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

2 3 41

If you're self-employed, October is the deadline to establish a Simple IRA.

28 29 30 31

18 19 20

21 22 23 24 25 26 27

14 15 16 17

5 6

7 8 9 10 11 12 13

October-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

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Wise Choices. Improved Finances. A Better Life.

ee y an

1.

2.

3.

4.

5.

schedule schedule schedule schedule

6 6 6 6

7 7 7 7

8 8 8 8

9 9 9 9

10 10 10 10

11 11 11 11

12 12 12 12

1 1 1 1

2 2 2 2

3 3 3 3

4 4 4 4

5 5 5 5

6 6 6 6

7 7 7 7

8 8 8 8

MONDAY TUESDAY WEDNESDAY

Square 2

notes notesnotes notes

Goal ActualIntended Results (by Priority)

 

Daily Disciplines

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Wise Choices. Improved Finances. A Better Life.

ss on tatement1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

28 29 3025 26 27

15 16 17

18 19 20 21 22 23 24

11 12 13 14

1 2 3

4 5 6 7 8 9 10

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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Wise Choices. Improved Finances. A Better Life.

ss on tatement1.

2.

3.

4.

5.

1. 1.

2. 2.

3. 3.

4. 4.

5. 5.

Month:

30 31

Learn the Savings vs Investing Distinction at The Wisdom Journal.

Have you set up your PerkStreet Checking Account yet? It comes with REWARDS!

20 21 22

23 24 25 26 27 28 29

16 17 18 19

6 7 8

9 10 11 12 13 14 15

2 3 4 5

1

December-12

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Actual Goal ActualIntended Results (by Priority)

Six Month Plan by:   This Month  

Intended Results (by Priority) Goal Actual

3 to 5 Year Plan by:

Intended Results (by Priority)Goal

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The Wisdom Journal CalendarWise Choices. Improved Finances. A Better Life.

1.

2.

3.

4.

5.

6.

schedule schedule schedule schedule notes

6 6 6 6

7 7 7 7

8 8 8 8

9 9 9 9

10 10 10 10

11 11 11 11

12 12 12 12

1 1 1 1

2 2 2 2

3 3 3 3

4 4 4 4

5 5 5 5

6 6 6 6

7 7 7 7

8 8 8 8

SUNDAYTHURSDAY FRIDAY SATURDAY

Money ActivitiesUrgent

notes notes notes

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The Wisdom Journal CalendarWise Choices. Improved Finances. A Better Life.

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?