Five Focus Planner (Rough Draft)

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Welcome to your Five Focus Planner! This planner is a quarterly undated planner designed to help you achieve a balanced life by focusing on the Principles of Five Fs. For each of the three months in the Five

Focus Planner, you will be greeted by a Monthly Dashboard. This is the place to outline your high-level monthly goals for each of your five focus areas. The great thing is that you get to decide what your primary focus will be! Then, fill in the remaining 4 sections with your other focuses, the goal for each for the month and any action items to be completed.

The next section of your new planner is your monthly layout. This layout comes undated with a list section to the left and notes boxes on the bottom of each page.

Each month in your new planner comes with two Finance pages: a Monthly Budget and an Expense Tracker. Each of these pages features

a dot grid on the bottom.



MONTHLY DASHBOARD 1. Choose one of the Five Fs to be the primary focus for this month. Which area of your life can use the most attention at this time? 2. After selecting your primary focus, write down what your specific goal is that you want to achieve this month relating to this area.

3. Identify any action items that need to be taken in order to achieve that goal. 4. Continue this pattern on the following page until all Five Fs have a goal and a list of action items. 5. Review these lists throughout the month to mark off any completed action items. PRIMARY FOCUS:

O FAITH O FAMILY O FINANCES O FITNESS O FULFILLMENT

FOCUS GOAL

What is your specific goal for this focus for this month?

What actions are you taking this month to reach this focus goal?

ACTION ITEMS

ACTION ITEM

DUE DATE

COMPLETED DATE


O FAITH O FAMILY O FINANCES O FITNESS O FULFILLMENT

GOAL

FOCUS #2

DUE DATE

COMPLETED DATE

ACTION ITEMS

ACTION ITEM

O FAITH O FAMILY O FINANCES O FITNESS O FULFILLMENT

GOAL

FOCUS #3

DUE DATE

COMPLETED DATE

ACTION ITEMS

ACTION ITEM

O FAITH O FAMILY O FINANCES O FITNESS O FULFILLMENT

GOAL

FOCUS #4

DUE DATE

COMPLETED DATE

ACTION ITEMS

ACTION ITEM

O FAITH O FAMILY O FINANCES O FITNESS O FULFILLMENT

GOAL

FOCUS #5

ACTION ITEMS

ACTION ITEM

DUE DATE

COMPLETED DATE


MONTH/YEAR

THIS MONTH’S PRIMARY FOCUS

___________________ ___________________ ___________________ ___________________ ___________________

___________________ ___________________ ___________________ ___________________ ___________________ ___________________

___________________ ___________________ ___________________ ___________________ ___________________

MONDAY

TUESDAY

WEDNESDAY


THURSDAY

FRIDAY

SATURDAY

SUNDAY


Focused on Finances JANUARY Monthly Budget

Savings

Budgeted

Income

Budgeted

Actual

Budgeted

Actual

Budgeted

Actual

Balance Forward Paycheck #1 Paycheck #2 Paycheck #3 Total Income Debt

Actual

Long-term Savings

Student Loan

Sinking Funds #1

Credit Card

Sinking Funds #2

Personal Loans

Sinking Funds #3 Total Savings Expenses (fixed)

Total Debt Budgeted

Actual

Expenses (variable)

Rent/Mortgage

Electricity

Car Payment

Water/Trash/Sewer

Car Insurance Cell Phone Cable/Internet Groceries Dining Out Entertainment

Total Fixed Expenses

Total Income Total Savings Total Debt Total Expenses Cash Flow

Total Variable Expenses


Expense Tracker Date

EOM

Focused on Finances

Merchant/Description

Total Expenses

Category

Amount


FAMILY FINANCES FITNESS FULFILLMENT

INSPIRATIONAL QUOTE

FAITH

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TUESDAY

WEDNESDAY


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Focused on...


FAMILY FINANCES FITNESS FULFILLMENT

INSPIRATIONAL QUOTE

FAITH

MONDAY

TUESDAY

WEDNESDAY


THURSDAY

FRIDAY

SATURDAY

SUNDAY


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Focused on...


FAMILY FINANCES FITNESS FULFILLMENT

INSPIRATIONAL QUOTE

FAITH

MONDAY

TUESDAY

WEDNESDAY


THURSDAY

FRIDAY

SATURDAY

SUNDAY


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TODAY’S TOP 3:

GRATITUDE:

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TODAY’S TOP 3:

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TODAY’S TOP 3:

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Focused on...


FAMILY FINANCES FITNESS FULFILLMENT

INSPIRATIONAL QUOTE

FAITH

MONDAY

TUESDAY

WEDNESDAY


THURSDAY

FRIDAY

SATURDAY

SUNDAY


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TODAY’S TOP 3:

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Focused on...


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