SMART goals provide an easy-to-follow structure for creating goals. This helps you really break down what you want into a format that makes it simpler to plan for, track and ultimately achieve your goals.
To create your goals, first think about your values. When your goals match up with important values to you and your family, you’re more likely to prioritize achieving them.
If you’re not sure what your goals are, think about what you want to change in your life. See if there’s a goal you can create to help bring about that change.
It’s likely there are many things you want to achieve. But if you can focus on one or two priorities aligning with your values, you’ll have a better chance of reaching that goal.
What to do
List the values most important to you
Think about your values and choose which ones are most important to you.
List your hopes, wants and dreams
Thinking about your values, write a list of things you’d like to change and dreams you have. They can be short term (less than six months to achieve) or long term (more than six months to achieve).
Remember, dreams are aspirational and usually vague. Goals are specific things your can achieve to help you reach your dreams.
Use your list of dreams to create a SMART goal
Write down what makes this goal specific, measurable, achievable, relevant and time bound.
My SMART goal is...
Download this fillable PDF to learn how to effectively set SMART goals.
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This material is provided for educational and information purposes only. It is not a replacement for the guidance or advice of an accountant, certified advisor or otherwise qualified professional.