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.

 SpecificA clear description of what you want
 MeasurableHow much it costs in the future
 AchievableIt is with reach
 RelevantIt is aligned with other objective
 Time-boundit 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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