Track your
Financial Goals using our Tracker (xls)
✅ People who write their financial goals are 42%* more likely to achieve them. Let's boost your chance of success!
✅ SMART goals include those that are Specific, Measurable, Actionable, Relevant and Timely. Use this well known framework to track your money goals in our tracker worksheet.
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Start Tracking your Money Goals using our Worksheet (xls)
Meet Finance Latte's founder.
Hi, I'm Margarita Tr., CFA, a former Wall Street executive and CFA charter-holder who oversaw a $2B Equity Fund.
I'm here to teach you all about investing in stocks, funds and ETFs, not in the old-school way, but with a fresh perspective, starting using the modern tools like a financial goals tracker using the SMART framework.
Learn to invest from a professional investor, not a finance influencer.
I'm here to teach you all about investing in stocks, funds and ETFs, not in the old-school way, but with a fresh perspective, starting using the modern tools like a financial goals tracker using the SMART framework.
Learn to invest from a professional investor, not a finance influencer.
Write your awesome label here.
Download our free Financials Goals Tracker!
And start setting your smart money goals!
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