Step 1 Set Clear Goals

November 29, 2019

A plan begins with a definite purpose.

 

 

Setting clear goals means knowing exactly what you want to accomplish within a certain timeframe. Goals must be S.M.A.R.T.

  Specific A clear description of what you want
  Measurable How much it costs in the future
  Achievable It is with reach
  Relevant It is aligned with other objective
  Time-bound it has a deadline

Start plotting your goals with the Goal Setting Worksheet. Download here.

It also helps to put your goals in writing and post them in a place where you and your family can always see them, serving as a reminder of your financial priorities.

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