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

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 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 ...