Setting S.M.A.R.T. Goals

Episode Notes

Today, Amy Walls of Thimbleberry Financial explains how to create SMART goals.  SMART is an acronym for  

SMART Goals also need to resonate with you - if you don't have a connection to the goal, you won't achieve it.

SMART Goals should also be put into writing - and there's neuroscience to back this up!  Amy gives us a high level recap of Mark Murphy's study "The Gender Gap and Goal-Setting" (link below).

People who have vividly written down their goals are 1.2 to 1.4 times more likely to accomplish their goals. Writing things down happens on two levels: external storage and encoding. It doesn’t take a neuroscientist to know you will remember something much better if you’re staring at a visual cue (aka reminder) every single day.  And writing improves the encoding process. 

Finally, there needs to accountability.  It's much easier to achieve a goal if you have someone to hold you accountability.  That's where a financial advisor like Amy can help!


Mark Murphy Study in Forbes:

Thimbleberry Financial Website:

Call Thimbleberry Financial: 503-610-6510