How SMART Goals Have Worked for Others “I rely on SMART goals to help my clients achieve financial success,” said David L. Blain, CFA and chief executive officer at BlueSky Wealth Advisors ...

Happy and financially healthy people set both short-term and long-term goals. These goals act as a roadmap, guiding their financial decisions and helping them stay focused on their objectives.

We can set a SMART goal with our customer that by X date, we’ll get that down to $20 per load. The savings are clear, and the technology, in essence, pays for itself.

How To Use SMART Goals in Financial Planning, According to Experts September 10, 2024 — 01:00 pm EDT Written by Cindy Lamothe for GOBankingRates -> ...