video

LIFE | Setting SMART Financial Goals

SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.


Have questions? Need help? Call the CAPTRUST Advice Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.