Freelance goal setting is one of the most powerful ways to create a business that supports the life you actually want. When you set goals with intention—rather than just following what’s trending online—you give yourself a clear, aligned path forward that feels sustainable and fulfilling.
In this post, I’ll walk you through how to set goals that truly reflect your lifestyle and values, using the SMART framework to help you stay focused and follow through.
Why Freelance Goal Setting Should Reflect Your Lifestyle
Before diving into goal planning, pause and ask: what kind of life do I want my business to support?
If your goals don’t align with your personal values, energy, or lifestyle vision, you’ll struggle to stick to them. So instead of setting a goal because it’s “trendy” or popular in your niche, focus on goals that truly reflect your ideal business and life.
Reflect First, Then Set Freelance Goals That Align
Before setting new goals, take time to reflect on the past year or season:
What worked well in your freelance business?
What did you love doing—and what drained you?
What areas brought in the most revenue or joy?
What do you want more or less of?
This step helps you set goals based on experience—not noise.
Turn Your Ideas Into SMART Freelance Goals
Once you’ve clarified what you want, it’s time to apply the SMART method to your freelance goal setting. SMART goals are:
Specific
Measurable
Achievable
Relevant
Time-bound
Let’s break that down with an example.
Set a Specific Freelance Goal
Let’s say you want to earn $60K this year through higher-paying social media clients.
Get specific:
How many clients do you need?
What services will you offer?
Who will you target?
What needs to change to make this possible?
Example: “Sign 3 new high-ticket clients and add TikTok strategy as a service by Q2.”
Make It Measurable
You can’t improve what you don’t measure. A goal like “$60K per year” breaks down to:
$15K per quarter
$5K per month
How many clients at what price point?
Track progress weekly and review what’s working—or what needs to change.
Make Sure It’s Relevant
This is the part where most freelancers go off track.
Is your goal aligned with your life and values—or are you chasing someone else’s dream? For example:
Do you want to earn more so you can travel, slow down, or take weekends off?
Does your goal allow for creative freedom, flexibility, or fewer hours?
Make sure your freelance goals support your version of success.
Choose Achievable Milestones
Freelancers often overestimate what they can do in a month—and underestimate what they can do in a year.
Be ambitious, but realistic. If you’re just starting out, a $200K goal might discourage more than motivate. Focus on building momentum and adjusting your goals as you grow.
Assign a Time-Bound Deadline
Deadlines turn dreams into action. If your goal is to earn $60K, break that into quarterly and monthly targets. Set mini check-ins to ask:
Am I on track?
What needs to shift?
Should I raise my rates, post more, or pitch differently?
Review and refine your goals often—they’re a roadmap, not a rulebook.
Create a Freelance Goal Setting Roadmap You Can Stick To
Now that your goals are clear, break them into action steps. For example:
Update your service packages
Pitch 5 clients/week
Launch a lead magnet
Block time weekly for strategy or upskilling
Set monthly income and visibility goals
These small steps help your big goals stay top of mind—and get done.
Final Thoughts on Freelance Goal Setting
Effective freelance goal setting isn’t about following trends—it’s about creating a plan that reflects what you want from your business and your life.
Ask yourself why your goal matters. Make it specific, measurable, and realistic. Set a timeline, and take consistent action.
When your goals are aligned and intentional, they’re not just easier to stick to—they’re more fulfilling to reach.
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Whether you're dreaming of working from anywhere, building a business that supports your lifestyle, or simply wanting your marketing to finally click, The Tropical Social Podcast is here to help you make it happen.
Through honest conversations, actionable tips, and behind-the-scenes insights, host Shannon Segall shares the tools you need to grow a personal brand, attract aligned clients, and market yourself without burning out.
