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How does PlanWise work?

A simple guide to your success.

Create Your Yearly Plan

The step-by-step workshop makes planning easy and fun.

  • Meet with your spouse
  • Our guide walks you through each step of the process
  • Set your family goals for the year
  • Set your personal goals for the year
  • Schedule your goals
  • Run your first weekly meeting
  • Feel confident about your year!

Run Your Weekly Meeting

What’s involved?

  • Discuss the upcoming week
  • Takes about an hour
  • Review your goals for the quarter
  • Create weekly to-dos
  • Review your calendar
  • Track your progress
  • Get inspired to get things done!
  • Repeat weekly

It’s really that easy.

PlanWise is built for easy goal-setting and total goal-crushing.