Keep andreview allfinancialrecords   Consults withan experiencedfinancialadvisorHave abudget/spendingplan to track andmanage cashflow Critical illnessinsurance forincomeprotection    Have a diversifiedinvestmentportfolio    LifeInsurance forFamily Protection    Debt free   Reached astage ofearning passiveIncome  Made a will    Have aneducation fundfor child(ren)    Know how I willfund my futureexpenses   Have multiplesources ofretirementincome planned  Contributingto/have anEmergency Fund   Total debtpayments areless than 35%of income   Learnt theimportance ofan Emergencyfund fromCovid-19 Know myNet worth   Understandemployment/statutorydeductions  FinanciallyPrepared for theHurricane Season    Living within mymeans     All expensesare below 50%of my income  Ownstocks andBonds  Aware andcautious ofphishing scams   Got businesssuccessioninsurance in place     Have enough forretirement    Keep andreview allfinancialrecords   Consults withan experiencedfinancialadvisorHave abudget/spendingplan to track andmanage cashflow Critical illnessinsurance forincomeprotection    Have a diversifiedinvestmentportfolio    LifeInsurance forFamily Protection    Debt free   Reached astage ofearning passiveIncome  Made a will    Have aneducation fundfor child(ren)    Know how I willfund my futureexpenses   Have multiplesources ofretirementincome planned  Contributingto/have anEmergency Fund   Total debtpayments areless than 35%of income   Learnt theimportance ofan Emergencyfund fromCovid-19 Know myNet worth   Understandemployment/statutorydeductions  FinanciallyPrepared for theHurricane Season    Living within mymeans     All expensesare below 50%of my income  Ownstocks andBonds  Aware andcautious ofphishing scams   Got businesssuccessioninsurance in place     Have enough forretirement   

Financial Planning - Call List

(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
B
2
B
3
N
4
G
5
G
6
I
7
O
8
N
9
O
10
I
11
O
12
O
13
G
14
N
15
I
16
B
17
N
18
G
19
I
20
B
21
B
22
O
23
G
24
I
  1. B- Keep and review all financial records
  2. B- Consults with an experienced financial advisor
  3. N-Have a budget/spending plan to track and manage cash flow
  4. G- Critical illness insurance for income protection
  5. G- Have a diversified investment portfolio
  6. I- Life Insurance for Family Protection
  7. O- Debt free
  8. N- Reached a stage of earning passive Income
  9. O- Made a will
  10. I- Have an education fund for child(ren)
  11. O- Know how I will fund my future expenses
  12. O- Have multiple sources of retirement income planned
  13. G- Contributing to/have an Emergency Fund
  14. N- Total debt payments are less than 35% of income
  15. I- Learnt the importance of an Emergency fund from Covid-19
  16. B- Know my Net worth
  17. N-Understand employment/statutory deductions
  18. G- Financially Prepared for the Hurricane Season
  19. I- Living within my means
  20. B- All expenses are below 50% of my income
  21. B- Own stocks and Bonds
  22. O- Aware and cautious of phishing scams
  23. G- Got business succession insurance in place
  24. I- Have enough for retirement