---
title: How to Create Your Family Goals
description: Create your family goals with intention using this smart family goals template.
---

[Family Culture ](https://legacystone.com/family-culture-home)

# [How to Create Your Family Goals](https://legacystone.com/family-culture-home/how-to-create-your-family-goals)

 Written by [Legacy Stone](https://legacystone.com/family-culture-home/author/legacy-stone) | Jun 21, 2024 6:22:07 PM

 

## CREATE YOUR FAMILY GOALS WITH INTENTION

[Download this resource](https://legacystone.com/hubfs/Family%20Resource%20Center/family-goals-worksheet.pdf) for a template to set goals as a family. You can use this to set annual direction or even just as regular planning throughout your month.

- Set a goal using the SMART principles. It should be specific, measurable, achievable, relevant, and time-bound. (For example, Our family wants to identify 5 new charities to consider for giving by November.)
- Add the next steps you will need to take to accomplish this goal. (For example, set a family meeting to discuss charity criteria. Assign research tasks to family members. Set meeting to report on research.)
- Add how this goal connects to your values, vision, or mission statements. This is a helpful reminder for why you are working on it and to keep family unified.
- Bring the goals sheet to your family meetings so you can regularly review progress and next steps.

As you step into the process of planning and casting vision as a family, work on identifying the rhythms you all need to set goals. What is the right frequency? How can it become a process to help bring generations together? Look for opportunities to teach and to empower.

## It Starts Here

As you plan and get a clearer picture for your family's multi-generational success, the best step to then take is action. [The Family Legacy Study](https://legacystone.com/families/family-legacy-study) is designed to take your hopes, dreams and visions for your family and plug them into a roadmap of success! [Learn more about it here. ](https://legacystone.com/families/family-legacy-study)

[View full post](https://legacystone.com/family-culture-home/how-to-create-your-family-goals)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Legacy Stone"
  },
  "dateModified" : "2026-07-08T13:43:17.763Z",
  "datePublished" : "2024-06-21T18:22:07Z",
  "headline" : "How to Create Your Family Goals",
  "image" : {
    "@type" : "ImageObject",
    "height" : 628,
    "url" : "https://40809947.fs1.hubspotusercontent-na1.net/hubfs/40809947/mother-holding-toddler-1.png",
    "width" : 1200
  },
  "mainEntityOfPage" : "https://legacystone.com/family-culture-home/how-to-create-your-family-goals",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Family Culture"
  }
}
```