Goal Setting - Genworth Financial

Goal Setting

September 2019

?2019 Genworth Financial, Inc. All rights reserved.

Setting Goals

Make Them Motivational to You Make Them SMART

Specific Measurable Attainable / Achievable Rewarding / Relevant Time Bound Write Your Goals Down Share Your Goals Create a Plan Stick With It Celebrate Milestones Work Backwards

Goal Setting

1

Make Them Motivational to You

What Do You Want?

? I want to make a lot of money!!

Goal Setting

2

Make Them Motivational to You

Do you know your monthly expenses?

How about?

? Vacations ? Private School Tuition ? Your Retirement ? Dream Car ? Vacation Home ? Savings Portfolio ? Higher Education ?...

Goal Setting

3

Make Them SMART

Specific Measurable Attainable / Achievable Rewarding / Relevant Time Bound

Goal Setting

4

Make Them SMART

Specific

Example-

I need to earn $75,000 a year in commissions

An Average Loan Size is $150,000

My Commission Rate is .70%

Typical Fallout for Withdrawals & Declines is 10%

Goal Setting

5

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