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Smart Worksheet

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|SMART Goal Worksheet | | | |Remember!! SMART Goals are: |Name: David Williams |
|Ultimate SMART Goal: | | | |Specific | |
|Purchase a home and be financially stable guaranteed. | | | |Measurable | |
| | | | |Attainable | |
| | | | |Relevant | |
| | | | |Time-bound | |
| | | | | | |
| |Actual Start Date|Estimated Date of |Date Completed |Resources Required |Comments/Notes |
| | |Completion | | | |
|Personal Goals | | | | | |
|Immediate Goal 1 Lose weight and become fit. |08/04/14 |01/04/15 | | Trainer and dietitian | |
|Advantages: feel better and confident to overcome obstacles and being confident that I can do it. |
|Costs: $50 per hour at 3 times a week |
|Mid-Range Take a vacation just me and my husband |09/01/14 |08/04/15 | |Travel agent | |
|Advantages: Relax |
|Costs: $3,000 |
|Long-Range Goal 3 Goal 2 Buy a home I LOVE |01/04/15 |01/04/17 | | Real Estate Agent | |
|Advantages: have a lifelong investment that can always benefit my entire family. |
|Costs: $20,000 |
|Academic Goals | | | | | |
|Immediate Goal 1 Pass this class |07/21/14 |03/15/15 | | | |
|Advantages: be a step closer to my long range goal |
|Costs: $2718 |
| |07/21/14 |11/08/15 | | | |
|Mid-Range Goal 2 Pass This Semester | | | | | |
|Advantages: step closer to my long range goal |
|Costs: unknown |
|Long-Range Goal 3 get Bachelor in Healthcare Management |07/21/14 |03/18/18 | | | |
|Advantages: move to a higher and better paid position in my work field. |
|Costs: time and patience |
|Professional Goals | | | | | |
|Immediate Goal 1 Repair My Credit |08/01/14 |01/01/15 | | Credit Report | |
|Advantages: Better Interest rate on the purchase of a home |
|Costs: |
|Mid-Range Goal Recondition my husband BMW |01/01/15 |08/05/15 | | Upholster, Mechanic, and Painter | |
|Advantages: he’ll stop driving my car |
|Costs $1500 |
|Long Range Goal 3 Help my husband quit smoking |09/01/14 |08/05/17 | | Medication, therapy, and chewing gum | |
|Advantages: greater chance he will live longer |
|Costs: unknown |
|Financial Goals | | | | | |
|Immediate Goal 1 2 Pay off Loan |08/01/14 |02/01/15 | | | |
|Advantages: Save more money towards the purchase of my home |
|Costs: : $9,874 |
|Mid-Range Goal 2 Pay off Car Loan |02/01/15 |02/01/16 | | | |
|Advantages: less bills |
|Costs: $5,122 |
|Long Range Goal 3 have $20,000 + |04/08/13 |01/04/17 | | | |
|Advantages: down payment for house, cheaper payments. |
|Costs: $20,000 |

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