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Financial Literacy Month:  Defining SMART Financial Goals

Financial Literacy Month: Defining SMART Financial Goals

April 08, 2021

Are your financial goals well-defined? 

While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the "lots" of today be enough for tomorrow?

In developing your financial goals, make sure they’re S.M.A.R.T. …

  • Specific
  • Measurable
  • Attainable
  • Relevant
  • Timely

April is Financial Literacy Month. If you haven't already taken some time to clearly define your financial goals, don't put it off any longer. Well-defined goals are imperative for creating an effective financial strategy. Be sure to check out our financial education workshop section on our website where we go through S.M.A.R.T. goals in depth and cover other great financial literacy topics.

Workshop

If you'd like help setting "S.M.A.R.T." goals, please feel free to give me a call.

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.