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Ross Financial Coaching
SMART Goals Framework
From Financial Stress to Financial Success
Transform Vague Financial Wishes Into Achievable Goals
The SMART framework creates financial goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This structured approach dramatically increases your success rate. Time: 20-30 minutes
Instructions: Work through each goal systematically. Use the SMART criteria to transform vague wishes into concrete, actionable plans.
The SMART Framework
Specific
Clearly define exactly what you want to accomplish. Avoid vague terms.
Measurable
Include concrete numbers so you can track progress and know when you've succeeded.
Achievable
Set challenging but possible goals with your current resources and circumstances.
Relevant
Ensure goals align with your values and larger financial priorities.
Time-bound
Include a specific deadline to create urgency and accountability.
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