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. Dont 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
I want $200 saved by May for fun activities for June.

This amount
$ 200.00

This often
Save $25.00 every weekend from March till May.

For this long

Just for this Summer vacation.

I commit to the
Every Sunday at the end of the day.
following check-in
dates with my financial
buddy:

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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
I want to have a car at least 3 years maximum 4 years.

This amount $ 6,000.00

This often Save $200 every month from the paycheck to put in money for the car.

For this long For the next 3 years.

I commit to the I will follow this up with my Dad.

following check-in
dates with my financial
buddy:

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 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
I want to have $10000.00 saved in my saving account in 10 years

This amount $ 10,000.00

This often every year put $1000 in my savings account.

For this long for 10 years.

I commit to the
every 6 months check with my banker.
following check-in
dates with my financial
buddy:

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