Turn Vague Money Wishes Into SMART Goals
Use goal specificity to make one better financial-planning decision.
The planning move is to make the invisible tradeoff visible before anyone picks a tactic. The teach goal specificity matters because financial planning fails less often from missing arithmetic than from unclear assumptions, weak sequencing, and decisions made under pressure. The SMART Goals (Doran / goal-setting criteria) gives the planner a way to slow the moment down without making the process feel academic. It asks: what are we trying to accomplish, what evidence do we have, what tradeoffs are real, and what commitment should survive the next emotional swing? In practice, the mechanism is simple: separate the client objective from…
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