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Budgeting & Saving

How to set SMART financial goals (templates + examples)

Turn vague money wishes into SMART goals you'll hit. Free template + examples for saving, debt, and investing.

The SMART framework

Specific, Measurable, Achievable, Relevant, Time‑bound.

Template

"I will save $3,000 for an emergency fund by June 30 by transferring $250 from each biweekly paycheck."

Examples

  • Debt: Pay off $2,400 card by Dec 31 with $200/month + snowball.
  • Savings: $1,200 holiday fund by Nov 15 at $100/month.
  • Investing: Increase retirement to 12% by next raise.

Tracking

  • Post goals where you see them; review monthly.

Frequently Asked Questions

What if I miss a target?

Adjust the deadline, not the goal.

How many goals at once?

1‑3 max.

Can I stack goals?

Yes‑finish one, redirect funds to the next.