GOAL-SETTING WORKSHEET

Define your financial goals using the SMART framework — Specific, Measurable, Achievable, Relevant, and Time-bound.

Your Information

Name

Date

Goal Title

S — SpecificWhat exactly do you want to achieve? Include amounts, accounts, and details.

M — MeasurableHow will you track progress? What numbers or milestones will mark success?

A — AchievableWhat realistic steps will you take to get there?

R — RelevantWhy is this goal important to you? What's your deeper "why"?

T — Time-BoundTarget completion date

Next 7 Days

Next 30 Days

Next 90 Days

What might hold you back?

How will you overcome them?

Accountability Partner

Fill in your goals above, then click to download. Select "Save as PDF" in the print dialog.