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All goals take time and commitment to reach.
Many goals also require information, help from a professional, tools, action plans, and money
There are four steps in the goal-setting process:
Step 1: Brainstorm a list of the hopes, wants, and dreams for yourself or your family. Determine
whether they are short-term or long-term. Write these in the chart below.
Step 2: Turn your hopes, needs, wants, and dreams into SMART goals using the second
Step 3: Create an action plan to reach your goals. For long-term goals, your action plan may be
long and involve many steps. For other goals, you may only need to take a few steps to reach
Step 4: Finally, for goals that require money, figure out how much you need to set aside each
week (or month) to reach your goal.
If you decide to make a budget or a cash flow budget, be sure to include money you need to
set aside for your goals.
Set Your GOALS
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