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