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Assignment 1-1: My SMART Goals

Sample:
Pay for lodging, transportation, meals, and sightseeing for a five-day trip to
Washington, D.C., with school group.

• Assist with group fund-raising activities to reduce individual cost by $300.

$1,000

• Save $50 of birthday money for trip fund.

Timeline
Achievement
Date

Long-Term

Specific Financial Goal

Estimated
Cost

Short-Term

Objectives
(Measurable and realistic strategies/ways to reach goal)

Intermediate

YOU
CAN
DO IT!

So what are your SMART financial goals? List at least three goals—one each that is short-, intermediate- and long-term. Also, decide whether each is a want or a need.
Be sure the goals you list are S-M-A-R-T.



Six months from now
______, 20XX

• Save $25 per week for trip fund.

 Reduce spending on clothing and fast food.

 Earn money from part-time job on weekends.

Reduce spending on things i dont need save up some money

go to work to earn extra money

$100 - $300

to pay for drivers ed

at most one

X

month from now

roading

pay for my own things like

Have my license

gas for my car, ect

get another job and dont waste money

save up to move out

save up money and have full time job

$200

6 months

$500 - $1000

1 year

X

X

dont spend on pointless things

Don’t worry if the total amount for your goals is more money than you receive in a week—we’ll talk more about that later. The point is to see your financial goals in black and white so you can start figuring out what it will take to make them happen.

To learn more, visit hsfpp.nefe.org.

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