While the process of achieving financial goals looks a little different for everyone, there are three general steps to follow: Clearly define your goal, identify your time frame and monitor your progress.You can set yourself up for success by making your goals specific, measurable and achievable. For example “I want to make more money” isn’t a specific goal, but “I want to increase my salary 30 percent over the next three years” is.Once you’ve defined your goal, don’t just set it and forget it. Designate specific times to check your accounts and make adjustments as needed. It’s generally recommended to review your progress at least once a month for short-term goals and once or twice a year for long-term goals.