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Financial Habits

Financial Goal Setting

Set 30-day, 90-day, and 1-year financial goals using the SMART framework

15:00

Before you start

•Write goals as 'I will [action] by [date]' not 'I want to...'
•One big goal per time horizon — focus beats volume

You'll assess yourself on

1.Are my goals specific and measurable?
2.Did I break the 1-year goal into 90-day milestones?
3.Did I identify potential obstacles and strategies?