Holistic Quarterly Review

Being ambitious is great, but focusing on your goals can often distract us from the beauty of enough. This template helps you to recenter and build a life rich in money, experiences, and relationships.

It’s designed to realign your pursuits with the beauty of living fully, ensuring every aspect of your life flourishes.

Life View

• Assess your life in regards to yourself, health, career, play, relationships and finance
• Reflect on your personal growth and evaluate your personal habits

Work View

• Assess your work in regards to relationships, content, compensation, freedom

Visualize

• Define SMART goals to keep focus in your professional and personal life
• Create a vision board to manifest your aspired lifestyle

Build holistic wealth that goes beyond your finances with this holistic quarterly review template.

Why Choose This Quarterly Review Template?

Because it's crafted for ambitious individuals like you. From deep-diving into your current state to setting vivid goals for the future, every feature is designed to propel you toward a balanced, fulfilling life. Kilian's template is more than a tool; it's a companion in your journey toward becoming the best version of yourself.

Is It Worth Your Time? Absolutely!

Invest a few moments now for a lifetime of clarity and direction. This template doesn't just organize your thoughts; it transforms them into a concrete plan for personal and professional growth. It's not an expense; it's an investment in your future self.

Does this work with a free Notion account?

Yes! Once downloaded, hit duplicate at the top right section of the template and it will be added to your personal notion account. Make sure to unlock the template once duplicated.

What is your refund policy?

Unfortunately, I don't offer refunds on this template since once you receive the link, you will always have access.

Can I ask you questions?

If you have any questions or concerns, don't hesitate to reach out. I'm always here to help and answer any questions you may have. Please contact me Linkedin or via Email.

I promise to get back to you within 2 working days.

Ready to Transform Your Quarterly Review Process?

Don't let another quarter slip by unnoticed. Click "I want this" and embark on a journey of intentional growth and achievement. Your future self is already thanking you for taking this step.

Embrace your potential. Start now.