Annual Planning Checklist

Planning a year from scratch can feel overwhelming — so here’s a jumpstart.

I created the Things to Consider Checklist to take the pressure off and give your brain a gentle nudge as you set up your year.

What is it?

This checklist is like an inspiration guide — a spark to help you remember the little things (and the big things) that can slip through the cracks when planning a year. You’ll find prompts for:

• Family traditions and seasonal celebrations

• Financial checkpoints and deadlines

• Health and wellness appointments

• Home projects and resets

• Fun bucket-list moments you don’t want to miss

How to use it

Here’s the important part: this list isn’t about filling your plate to overflowing. It’s not one-size-fits-all, and not every item will match the season of life you’re in. That’s totally okay.

Use it as a spark when you’re filling out your Annual Overview. Keep what matters most, drop what doesn’t and add anything that feels true to you. If you see something that “future you” would love but doesn’t fit right now, put it on a Someday List to revisit later.

The goal isn’t perfection — it’s progress. Small, intentional steps that add up to a year that feels purposeful and aligned.