Essential Things to Do at the Beginning of Every Month.


Monthly planning including goal setting, financial review, detailed scheduling, and self-care greatly enhances productivity and overall well-being, fostering a fulfilling life.
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Just like planning your day sets you up for success, taking some time at the beginning of each month to map out your goals and priorities can propel you towards a more fulfilling and productive month. It’s like having a blueprint for how to gain control of your time and energy, ensuring you’re working towards what truly matters to you, instead of simply reacting to the demands of the day-to-day.

Financial Fitness

I like to start by taking care of my finances! Luckily for you, I don’t have any money so I won’t bore you with numbers and equations, but basically what you want to do is open your bank account and check your income and expenses from last month. This will give you a good understanding of your money coming in and going out.

Schedule bill payments we all have to pay bills, so while you’re there, you’ll also want to schedule any recurring bills you have. Using your expenses from last month and what you pay regularly, you can also call up any service providers for bills you have and change the due date so it all gets charged on the same day at the beginning of the month. This can help simplify your budgeting and ensure you never miss a payment.

Setting Goals

Okay, so forget about setting unrealistic goals. Instead, focus on your most important task. Basically, if you got nothing else done, what’s the one thing that you could do that would move the needle forward? Be honest with yourself about what works and what doesn’t work, and what you’re good at and what you’re not. Use that to your advantage.


This is probably the most important tip but plan out your month with as much detail as possible This is also a good time to review any upcoming commitments you have or plan to make.

I’ve mentioned before that I like using my phone as a productivity tool rather than a source of entertainment, so I use the calendar app to schedule all my events and deadlines with detailed information. Since I always have my phone with me, I can access my schedule from anywhere. The calendar app can also link directly to maps and other apps for added convenience.

Prioritize Self-Care

After scheduling out your month you’ll find that you have a bit of free time or wiggle room here and there. It’s natural to want to use this time as breaks, but the best thing to do is to use it to prioritize self-care in different aspects of well-being such as: * Physical: Schedule exercise routines, hikes, or maybe yoga. * Mental: Block out time for relaxation techniques like meditation or reading. * Emotional: Plan activities that bring you joy or connect you with loved ones.

Organization and Maintenance

To wrap it all up, you’ll want to make sure everything works well by organizing and decluttering your physical and digital space. This means cleaning the house, organizing your work area, deleting emails, naming and storing files on your computer, and keeping up with other maintenance tasks. This will keep you on track, maintain focus, and avoid distractions.


Taking some time at the beginning of each month to establish a routine like this can significantly improve your overall productivity and well-being. By reviewing your finances, setting clear goals, planning your schedule, prioritizing self-care, and organizing your space, you gain a sense of control and direction. This not only reduces stress and overwhelm but also fosters a feeling of accomplishment as you check things off your list and move closer to your goals. This monthly practice empowers you to be proactive and intentional with your time and energy, ultimately leading to a more fulfilling and balanced life.

Lucas Silva


Too Long Didn’t Read

Monthly planning including goal setting, financial review, detailed scheduling, and self-care greatly enhances productivity and overall well-being, fostering a fulfilling life.


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