Moneyweave® Academy presents:

The SMART Financial Goals Workbook

Your Guide to Better Money Goals

SMART Financial Goals Workbook

Your Guide to Better Money Goals

The SMART Financial Goals Workbook Will Cover
The Six Areas Of Comprehensive Planning

1

Improving financial position:

  • emergency reserves
  • cash flow
  • debt management
  • balance sheet management
2

Protection and risk planning:

  • health, death, disability, long-term care
  • home, auto, and other property
  • liability risk analysis
  • insurance coverages
3

Tax management and planning:

  • minimize (not evade) current taxes
  • project future taxes 
  • assess legislative tax environment
  • holistic tax management strategies
4

Retirement planning:

  • analysis of goals
  • determine sources and uses of cash
  • plan for inflation, longevity, other risks
  • invest for income
5

Investing with purpose:

  • investment goal and gap analysis
  • determine risk/reward tradeoffs
  • strategic portfolio asset allocation
  • assess market environments
6

Legacy (estate) planning:

  • loving and living legacies
  • addressing generational challenges
  • projecting growth of estates
  • efficient asset transfer

Moneyweave® Academy SMART Financial Goals Workbook

Most people have vaguely defined financial goals, if they even have them at all. Or they may have some idea of a few things to accomplish, but haven’t considered “the big picture.”

This fun and innovative workbook is designed to help you increase motivation, focus attention, and remind you of your purpose. Use it to sharpen your priorities, gain greater clarity, provide the basis for action planning, and create a framework to monitor your progress.

 

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This workbook is fun, easy to use and clear.

  • Comprehensive and thought-provoking
  • Available in digital and print versions
  • Links to helpful calculators and resources
  • Examples provided
  • Action oriented
Asset 9

Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.

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