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

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