Most of us need a plan to achieve our wishes. A legal or financial plan of action starts with goals. Goal setting will help you plan, implement, and measure the progress of your activities. If you set SMART goals you’ll have a plan to achieve the legal or financial actions that are important to you and your family. SMART goals have several important criteria.
Start your goal list on the SMART Goal Setting Worksheet (available in rtf format). Remember to be specific and measurable, with a planned timeline for accomplishment. Be realistic in setting goals that you can actually attain.
Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers
- a. Which Papers to Keep
- b. Where to Keep Papers
- c. How Long to Keep Papers
- d. When to Update Papers
- e. How to Replace Papers
IV. What are SMART Goals?
Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.