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SMART Goals Worksheet Improving your financial life requires planning, and that starts with setting goals that are Specific, Measurable, Achievable, Realistic and Time-bound (SMART). Share your goals with a “financial buddy” and set
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    Page | 1 SMART Goals Worksheet   Improving your financial life requires planning, and that starts with setting goals that are Specific, Measurable, Achievable, Realistic and Time-bound (SMART). Share your goals with a “financial buddy” and set specific dates to check-in on progress. Don’t forget to celebrate your successes! Short-Term Goals (1-3 years) Example: I want to save   $200  in an emergency fund   every month  for the next 12 months . I will report my progress on the last Monday of the month  to my financial buddy. I want to…   This amount…   This often…   For this long…  I commit to the following check-in dates with my financial buddy: i.e. - save in an emergency fund$ 200.00i.e - every monthi.e - next 12 monthsi.e. - last Monday of the month    Page | 2 SMART Goals Worksheet   Medium-Term Goals (3-5 years)   Example: I want to save $10,000  over the next three years  for a house down payment . I will check in with my financial buddy every three months . I want to…   This amount…   This often…   For this long…  I commit to the following check-in dates with my financial buddy: i.e. - save for a house down payment $ 10,000.00i.e. - every monthi.e. - next three yearsi.e. - every three months    Page | 3 SMART Goals Worksheet   Long-Term Goals (5-10 years)   Example: I want to invest  at least $5,000 per year  in my retirement funds  for the next five years . I will check in with my financial buddy every six months . I want to…   This amount…  This often…   For this long…  I commit to the following check-in dates with my financial buddy: i.e. - invest in my retirement funds $ 5,000.00i.e. - every yeari.e. - next five yearsi.e. - every six months
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