Section 1 - Instruction

Now that you have your first major goal—building an emergency fund—let's make a clear plan to achieve it.

We'll use a proven framework called SMART that transforms vague wishes into achievable plans.

Engagement Message

What's one money goal you've been thinking about lately?

Section 2 - Instruction

Most people set goals like "save for emergencies." This sounds good, but it's too vague to actually achieve.

Without specifics, you can't track progress or know when you've succeeded.

Engagement Message

Why do you think vague goals are hard to achieve?

Section 3 - Instruction

SMART goals fix this problem. SMART stands for: Specific, Measurable, Achievable, Relevant, and Time-bound.

This framework turns fuzzy wishes into clear, actionable plans.

Engagement Message

Which word in SMART tells you to track your goal with numbers?

Section 4 - Instruction

Let's apply SMART to our emergency fund goal. Instead of "save for emergencies," try: "Save $1,000 for my emergency fund by December 31st."

Notice how this version answers: What? How much? When?

Engagement Message

What makes this goal better than just "save for emergencies"?

Section 5 - Instruction

Specific: "Emergency fund" is more specific than just "savings."

Measurable: A clear number so you can track progress. "$1,000" not "some money."

Engagement Message

Which is more measurable: "pay off debt" or "pay off $5,000 credit card debt"?

Section 6 - Instruction

Achievable: Realistic based on your income and expenses. Saving $10,000 in one month probably isn't achievable on a $3,000 salary.

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