Quarterly Planning: My Favorite Things List

The exact supplies I bring to every quarterly planning retreat so planning feels focused, calm, and productive.

Quarterly planning works best when you feel prepared.

This free packing list includes the office supplies and optional extras I personally use during quarterly retreats to stay organized, focused, and grounded while planning the next season of business.

Perfect for at-home planning days, solo retreats, or quarterly CEO resets.

Hey, I'm Kelly!

Wife, Mom, Certified Director of Operations turned Business Coach

I used to work seven days a week and still feel behind. My family noticed before I did. The harder I worked, the further behind I felt β€” and I was missing the moments that mattered most.

πŸ’— Sound familiar? I was tired of living on my phone and spending all week creating content instead of growing my business.

🌸 So I built my own simple systems... tools that actually work for real life + midlife brain + busy families.

πŸ’› When I shared them, everything changed. Clients saved hours, felt clear again, and said, "Why didn’t I think of that?"

🌼 That’s what Walk Like Warriors is all about: systems and time strategies that help you scale your business without sacrificing your life.

I'm so glad you're here!