SMART Financial Goals

SMART goals help you design goals that meet your individual circumstances so you can live the life you deserve.


Whether you’re making spending, savings, income or investment goals, SMART goals helps ensure your success.



S - Specific

M - Measurable

A - Attainable

R - Realistic

T - Timely


Specific - Clarify exactly what you want to accomplish.


Measurable - How many dollars do you want to save, invest, and so on?


Attainable - Do you have the resources to accomplish this goal? If not, how can you get them?


Realistic - Does this goal fit your own needs and circumstances?


Timely - Designate a date that you can achieve this goal.



Example of how a SMART financial goal can work for you:


1. Create a SMART goal: I will save $1,000 in the next 50 weeks so I can pay for my next vacation in cash.


2. Make a SMART goal: I will save $20 each week for the next 50 weeks by making my coffee instead of buying it.


3. Follow your PLAN: Put that $20 away each week and pay for your vacation in cash!


Set yourself up for a secure financial future with SMART goals!


Need assistance with getting started? Contact me today for a strategy call.

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