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