ElektraFi U

Module 2 | Setting & Achieving Financial Goals
Lesson 1 | How To Set SMART Financial Goals

🎓 ElektraFi University: Module 2 | Lesson 1 – How to Set SMART Financial Goals

Dreams are great—but goals get things done. In this lesson, we’re kicking off Module 2: Setting & Achieving Financial Goals by showing you how to set goals that are actually realistic, trackable, and achievable using the SMART goal framework.

💡 What you’ll learn in this lesson:

  • Why vague goals like “save more money” don’t usually stick
  • How to apply the SMART method:
    Specific
    Measurable
    Achievable
    Relevant
    Time-bound
  • Real-world examples of financial goals that work
  • How to use SMART goals to stay focused and motivated

Whether you’re saving for a vacation, paying off debt, or planning a big purchase, this lesson will help you clarify your financial intentions—and turn them into results.

📚 Setting goals is the first step in taking control of your financial future. And this is where it starts.

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Lesson 2 | Setting & Achieving Financial Goals

🎓 ElektraFi University: Module 2 | Lesson 2 – Short-Term vs. Long-Term Goals

When it comes to your money, knowing what you’re working toward—and when—makes all the difference. In this lesson, we’re breaking down the difference between short-term and long-term financial goals, and how to balance both in your financial plan.

💡 What you’ll learn in this lesson:

  • What counts as a short-term vs. long-term goal
  • How to prioritize your financial goals based on your life stage
  • Why quick wins (like saving for a trip) and long-term planning (like retirement) both matter
  • How to stay motivated across different timelines

A strong financial strategy includes both immediate needs and future dreams. This lesson will help you sort out what matters most right now—and what you're building toward long term.

📚 Financial wellness is about finding balance. Learn how to focus your energy in the right direction and stay aligned with your goals.

👉 Subscribe to keep learning and start mapping your own financial journey with ElektraFi University!

Lesson 3 | How To Create A Financial Roadmap

🎓 ElektraFi University: Module 2 | Lesson 3 – How to Create a Financial Roadmap

Big goals can feel overwhelming—but not when you have a clear plan. In this lesson, we’ll show you how to create a financial roadmap that breaks your long- and short-term goals into manageable steps.

💡 What you’ll learn in this lesson:

  • What a financial roadmap is—and why it’s essential
  • How to break big goals into smaller, achievable milestones
  • How to assign monthly or quarterly targets to stay on track
  • Why flexibility and regular check-ins are key to long-term success

Think of this like your GPS for money goals: even if life throws you a detour, you’ll always know where you’re going and how to get back on track.

📚 Your financial future is built step-by-step. This lesson helps you turn intention into action—and keep moving forward.

👉 Subscribe and keep building your plan with ElektraFi University!

Lesson 4 | Saving For Big Purchases

🎓 ElektraFi University: Module 2 | Lesson 4 – Saving for Big Purchases

Dreaming of a new car, a first home, or that once-in-a-lifetime trip? In this lesson, we’ll show you how to make those big purchases less intimidating and more achievable through smart, strategic saving.

💡 What you’ll learn in this lesson:

  • How to plan for major expenses with confidence
  • How to calculate your savings target and monthly contribution
  • Where to keep your money while you save (and earn some interest!)
  • Tips for staying motivated over the long haul

Whether it’s 6 months away or 6 years away, the key is to start with a plan and stay consistent. This lesson gives you the tools to turn a big goal into a clear monthly action.

📚 Big purchases don’t have to mean big stress. Start planning now and build the life you’re working toward.

👉 Subscribe to keep building your financial toolkit with ElektraFi University!

Lesson 5 | Tracking Your Progress & Adjusting Goals

🎓 ElektraFi University: Module 2 | Lesson 5 – Tracking Your Progress & Adjusting Goals

Setting a goal is just the beginning—the real magic happens when you track your progress and stay flexible along the way. In this final lesson of Module 2, we’ll help you stay on course and adapt your financial plan as life changes.

💡 What you’ll learn in this lesson:

  • How to set check-in points to review your financial goals
  • Tools and methods for tracking your savings or debt progress
  • What to do when your goals no longer fit your current reality
  • Why celebrating milestones keeps you motivated

Life isn’t always predictable, and your financial plan shouldn’t be rigid. Adjusting doesn’t mean failing—it means staying focused on what matters most.

📚 Progress, not perfection, is the name of the game. This lesson helps you build a system that works for the real you, not the ideal one.

👉 Subscribe to keep growing your financial knowledge with ElektraFi University!