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Setting Financial Goals

Setting Financial Goals

June 14, 2025
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White Papers

Setting Financial Goals

Establishing clear financial goals is a critical step in personal finance. This article offers guidance on how to set effective financial goals.

SMART Goals

Utilizing the SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound) can help you create clear and actionable financial goals.

“SMART goals provide clarity and direction.”

Review and Adjust

Regularly reviewing your financial goals ensures they remain relevant. Adjust your goals as your circumstances and priorities change.