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The Game Plan
Your SMART financial goals
Your Game Plan
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Make it SMART — Specific, Measurable, Achievable, Relevant, Time-bound
What is the action? *
Why does this matter? (Relevant)
SMART details
Specific — exactly what needs to happen
Measurable — how will you know it's done?
Achievable — realistic first step
Target date *
Priority
High priority
Medium priority
Low priority
Topic / category
Debt
Emergency fund
Budget
Credit
Retirement
Insurance
Estate planning
Investing
Income
Other
Supports goal
— None —
Status
Not started
In progress
On track
Complete
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Client & Advisor
Advisor notes / additional details
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