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SMART Financial Goals (Editable & Printable)

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SMART goals help you design goals that meet your individual circumstances so you can achieve them and live the life you desire. Whether you’re making spending, savings, income, or investment goals, creating SMART goals helps ensure your success!

SMART = Specific, Measurable, Attainable, Realistic, and Timely.

Example of how a SMART financial goal can work for you:
  • Create a SMART Goal: I will save $1,000 in the next 50 weeks so I can pay for my next vacation in cash.
  • Make a SMART plan: I will save $20 each week for the next 50 weeks by taking my lunch instead of buying fast food.
  • Follow your plan: Put that $20 away each week and pay for your vacation in cash!
Set yourself up for a secure financial future with SMART goals!
You will get a PDF (35KB) file
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