January 10, 2025

The Ultimate Planner to Jumpstart Your 2025, Ep #256

18 minutes

Today, I am 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 is designed to help you reflect, plan, and improve every week. If you are ready to take control of your time and goals, let me tell you all about it!

[bctt tweet="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 #Planner" username=""]

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 would not 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 are 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 are 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 have 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 will improve the next week. What did you not do that you should have? How can you improve the next day and week?

[bctt tweet="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. #Gratitude #BestInWealth #Planner " username=""]

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 is to run a half-marathon by June 15th. Here is my challenge: Write out five SMART goals you want to achieve in 2025 (and it will be far easier to track with a planner like this!).

[bctt tweet="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 #GoalSetting" username=""]

Resources Mentioned

Clever Fox Dated Planner

How to Build Your Family Fortress, Ep #156

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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 US Securities and Exchange Commission 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.

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