A financial/investment ______ is a personal blueprint or road map.
Wise Test Review

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1.
FLASHCARD QUESTION
Front
Back
plan
2.
FLASHCARD QUESTION
Front
A _________ is an aim or purpose.
Back
goal
3.
FLASHCARD QUESTION
Front
A ___________ usually requires a lot of time and planning to accomplish.
Back
long-term goal
4.
FLASHCARD QUESTION
Front
A ____________ often does not need much planning or effort.
Back
short-term goal
5.
FLASHCARD QUESTION
Front
What does the S in SMART stand for?
Back
Specific - a goal must be focused.
6.
FLASHCARD QUESTION
Front
What does the M in SMART stand for?
Back
Measurable - a goal must have some kind of number attached so you have a way to know if you are reaching the goal.
7.
FLASHCARD QUESTION
Front
What does the A in SMART stand for?
Back
Attainable - a goal must be reachable; you CAN do it.
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