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 Short-term goals 3 Timeline 4 Intermediate goals 5 Personal goals 6 Identity theft 7 Financial plan 8 Phishing 9 Long-term goals 10 Financial planner 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. Standards against which progress is measured. Things you expect to achieve within one week to a one year. Things you want to achieve in your life. A professional consultant who provides financial advice. 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 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.
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