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