Matching Pairs Personal Financial PlanningOnline version Using 4-3 Personal Financial Planning section of the text book match the key words to the correct definitions. by Jeni Garcia 1 Identity theft 2 Benchmarks 3 Short-term goals 4 Timeline 5 Phishing 6 Financial plan 7 Personal goals 8 Intermediate goals 9 Long-term goals 10 Financial planner A set of personal and financial goals, along with steps and a timeline for reaching them A visual display of how long it will take to achieve each phase of a plan. Things you want to achieve more than five years from now. Things you want to achieve in your life. Things you expect to achieve within one week to a one year. A common internet scam that uses email messages to deceive you into disclosing personal information Standards against which progress is measured. Things you want to achieve in the next two to five years. A professional consultant who provides financial advice. The use of your personal information by someone else without permission to commit fraud of other crimes.
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