And one of their secret weapons for financial planning? SMART Goals. “I’ve found SMART goals to be extremely helpful in developing financial plans for both individuals and businesses,” said ...
This is where the concept of SMART goals-based planning comes into play. As a financial consultant, your role encompasses anticipating these varied responses from your clients and guiding them to ...
achievable goals. Once we have SMART (specific, measurable, attainable, realistic, time-bound) goals, we can find ways to work toward them that are reasonable for our lives and the demands on our ...