Lionhood Financial
Setting SMART Goals
Turn your values and dreams into a clear, actionable goal — then print it out as your personal commitment.
Specific
Measurable
Achievable
Relevant
Time bound
Step 1 of 4
What do you value most?
Goals rooted in your values are goals you'll actually pursue. Select everything that's important to you and your family — there are no wrong answers.
Family / Friends
Freedom
Happiness
Health
Reputation
Self-respect
Spirituality
Stability
Status
Add your own
Step 2 of 4
Your hopes, wants, and dreams
Write down things you'd like to change and the bigger dreams you have. They can be short-term (under six months) or long-term — let yourself think freely.
Keep in mind: dreams are big and aspirational. In the next step you'll pick one and shape it into a concrete SMART goal.
Things I'd like to change
1
2
3
4
5
Dreams for myself & my family
1
2
3
4
5
Step 3 of 4
Create your SMART goal
Choose one goal from your list and build it out below. Write your goal statement first, then use the framework to sharpen it.
My SMART goal is…
S
SpecificWhat & who?
What will I achieve? Who will benefit? What specific thing will I accomplish?
M
MeasurableHow much?
How much? How many? How will I know when it's done?
A
AchievableCan I do it?
Is this something I can actually reach? Do I have the tools and support I need?
R
RelevantDoes it matter?
Is this something I really want? Is now the right time? Why does this matter to me?
T
Time boundBy when?
When will I reach this goal? Is the time frame reasonable and realistic?
Step 4 of 4
Your completed goal sheet
Review everything below. If something needs adjusting, go back and edit — then print your goal sheet to keep as a daily reminder.
My values
My dreams & goals
Things I'd like to change
Dreams for myself & family
My SMART goal