The Momentum Method is a simple framework for taking control of your time so you can build a business and a life you love.  It’s not about cramming more into your day or chasing busy, but it’s about getting clear on what matters most, then structuring your week so those priorities actually happen.

At the core, the Momentum Method helps you:

• Clarify your priorities so you know where your energy belongs.
• Block time intentionally for business, family, faith, and personal growth
• Set boundaries that protect your focus and your relationships.
• Stay consistent even when life gets messy.

Think of it as your playbook for creating consistency and momentum in your business, without losing sight of the people and values that matter most.

Before we zoom into months, weeks, and days, we need to step back and look at the big picture. Annual planning is where it all begins.

Think of it like a funnel:
At the top are your annual goals — the big outcomes you want to achieve this year.
Next come your monthly milestones — the checkpoints that show you’re on track.
Then your weekly spreads — the focused priorities that move the needle.
And finally, your daily actions — the small, intentional steps that compound over time.

When you start with a clear vision for the year, every plan you make after that has direction and purpose.

If you don’t know where you’re going, you’ll spend the year wandering… busy, but not productive. Your annual goals are your destination, and your monthly goals are the mile markers that guide you there. If you miss too many mile markers or take too many detours, you end up somewhere you never meant to go.

So, before you open a fresh page or block another week, pause and ask yourself:

• What do I want to accomplish in the next 12 months?
• Why do these goals matter to me?
• How will my life look different when I achieve them?

Be honest. Dream big, but be specific. Write your answers down.

Your annual goals might include things like:

• The income you want to earn.
• The rank you want to achieve.
• The number of new customers or team members you want to welcome.
• The total annual sales you want to reach.

Keep it focused. I usually stick to 3–4 core goals for the year. Most other things will naturally fall under one of those bigger buckets.

Once you’ve written them out, we’ll start breaking them down, turning those big dreams into clear, measurable steps that will shape your months, your weeks, and your days.

This is where your year begins. Write it. Claim it. Then let’s build the plan to make it happen.

The Monthly Method is your high-level, bird’s-eye view of the month ahead. Think of it as your roadmap because it shows you where you’re headed and when you want to arrive.

This is where you’ll set your monthly and weekly goals and track your benchmarks: how many customers you want to enroll, how much in sales you want to generate, or how many new team members you want to recruit. If your business has requirements you’re working toward, they go here too.

I always start with personal commitments. If we’re traveling, if there’s a tournament, or if there’s something that will pull me away from work, I block it on the calendar first. That way I can build my business plan around real life.

Next, I decide when I want to hit my goals. Is it the last day of the month, or do I want to reach them earlier? I write that date down so I can pace myself and not leave everything until the last minute.

From there, I layer in business activities. Company launches, events, promotions, or team calls all go on the monthly calendar. Once those dates are marked, I can reverse engineer. For example, I know I’ll need at least 7 days of focused marketing before a launch, and 5 days after to ride the momentum. I block all of that in, so I’m not scrambling at the last second.

The Monthly Method becomes your high-level roadmap. It dictates what shows up on your weekly and daily layouts. When you know the bigger picture, it’s so much easier to break it down into consistent weekly action and stay on track with your goals.

You did it. You made it through another year of showing up, growing, and building something meaningful. Now it’s time to pause and look back, not just at what’s left unfnished, but at how far you’ve truly come.

This is one of the most important parts of The Method Planner. Reflection turns experience into wisdom. It helps you see the full picture of the wins, the lessons, and the quiet growth that happened along the way.

So before you dive into the next season, ask yourself:

• What did I accomplish this year that I’m proud of?
• What areas of my life or business have grown the most?
• What goals am I still working toward, and what did I learn that will help me reach them next time?
• How has my life changed because of the consistency and focus I built this year?

Write it all down. Don’t rush this part.

It’s easy to focus on what didn’t happen, but progress is progress. The small, daily, seemingly insignificant actions you took added up. Every conversation started, every plan followed, every boundary kept; those are the things that built momentum and created results.

All of my biggest goals have been achieved this same way, not through one giant leap, but through thousands of small, intentional steps repeated over time.

So take a deep breath. Look back with gratitude. Celebrate what you’ve built. Because every bit of progress deserves to be honored, and this reflection will give you the clarity and confidence to step boldly into your next year of growth.

Every week, I set aside time, usually over the weekend, to plan. It doesn’t matter if it’s Friday afternoon, Saturday morning, or Sunday evening. What matters is that you carve out consistent time to follow this process:

Step 1: Review Your Goals
Look back at what you set out to achieve this month and last week. Check your numbers and measure your progress. This keeps you accountable and focused on the bigger picture.

Step 2: Set Weekly Business Focus
Based on where you are, write down your goals for the week ahead. These should move you one step closer to your monthly or yearly vision.

Step 3: Add Family Commitments
Start with your family calendar. Plug in kids’ practices, appointments, church, date nights, and anything else that matters at home.

Step 4: Protect Your Personal Time
Block off space for your own routines, devotionals, journaling, vision review, and morning prep. Add in time for movement, whether it’s a walk or a workout.

Step 5: Schedule Business-Building Blocks
Put in your non-negotiable business activities: creating social content, inviting, building connections, following up, and customer service. Do these as early in the day as possible so the most important work gets done first.

Step 6: Include Meetings & Team Time
Add company calls, team events, leadership meetings, or one-on-one sessions. If you’re leading a team, block time for prep, resources, and onboarding new members.

Step 7: Align with Your Partner
Take a few minutes, maybe on a walk or after dinner, to review the week with your spouse. Decide who’s handling what so you’re on the same page.

Step 8: Stay Flexible
Always plan in pencil (or use erasable pens). Things will shift, and that’s okay. The goal isn’t perfection; it’s having a roadmap that keeps you focused and moving forward.