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