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Smart Goals for Franz Family.docx

Smart Goals for Franz Family.docx - Smart Goals for Franz...

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Smart Goals for Franz Family 1. Specific, we want to set up a goal that is very clear based on what the family is looking for. The family aim to have income, their son to pursue higher education. We will set up an account with RESP that will help the family gain some fund from government program 2. The Goal should be measurable, periodically we will be reviewing what is in place in order to make some changes if necessary. 3. Achievable, based on what are the family expectation, we would like to set up an achievable goal, Franz doesn’t have a will, recommendation is to have a lawyer draft a will and the power of attorney, those they are attainable in short period of time. Example how can the family contributes to Resp and receive an addition from the government.
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