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6 steps to get your money Sorted
6 steps to get your money Sorted

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Step 1. Add your goals

It's time to dream up some goals and set your direction. Below are ideas to get you started, or create a custom goal. Think of the possibilities!

Browse goals by category

Step 2. Plan out each goal

Short term
0 - 3 years
Mid term
4 - 9 years
Long term
10+ years

Tips for setting your goals

Many goals have the best intentions, but give yours a better chance by making them S.M.A.R.T. - specific, measurable, attainable, relevant and timebound.

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Your goals need to be clearly defined – what precisely you will accomplish.

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Especially to track progress, a good goal needs data to quantify if you’re getting there.

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A ‘moonshot’ goal is fine, but breaking it into bite-sized chunks keeps it achievable.

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Does your goal make sense for you and your situation? Does it match your values?

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Every goal needs a timeline. How far off is it, exactly? When will it happen by?

Your goals

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Goal planner

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