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 to save $250 every month for the next 12 months to help save up for repaying future college
loans.

This amount
$ 250.00

This often
Every month

For this long

For the next 12 months

I commit to the
The last Friday of the month
following check-in
dates with my financial
buddy:

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 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
save $1,500 for an apartment

This amount $ 1,500.00

This often Every month

For this long The next 4 months

I commit to the Every two months

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
Save at least $15,000 annually for retirement

This amount $ 15,000.00

This often every year

For this long The next six years

I commit to the
Every four months
following check-in
dates with my financial
buddy:

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