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Managing Money For Today

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Setting SMART Financial Goals Worksheet

Setting SMART Financial Goals

A resource provided by the Consumer Financial Protection Bureau.

Setting financial goals can motivate you to save money. When these goals are SMART, you’re more likely to achieve them.

Instructions

  • Review the elements of a SMART goal.
  • Write a short-term savings goal.
  • Add details to make it a SMART savings goal.
  • Create a savings target and determine how much you’ll need to save each week.
  • Create an action plan to achieve your SMART goal.
“If you are feeling shackled down by debt…take advantage of the programs that the Pension Boards is providing.”
Rev. Zack Jackson

Pastor, Open Table UCC in Pottstown, PA

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