LifeInsurance forFamily Protection    Contributingto/have anEmergency Fund   Keep andreview allfinancialrecords    Have a diversifiedinvestmentportfolio    Got businesssuccessioninsurance in place  Have abudget/spendingplan to track andmanage cashflow Know myNet worth    Learnt theimportance ofan Emergencyfund fromCovid-19  All expensesare below 50%of my income  Ownstocks andBonds Total debtpayments areless than 35%of income    Living within mymeans   Understandemployment/statutorydeductions Reached astage ofearning passiveIncome  Know how I willfund my futureexpenses   Critical illnessinsurance forincomeprotection    FinanciallyPrepared for theHurricane Season    Aware andcautious ofphishing scams  Have multiplesources ofretirementincome planned  Have aneducation fundfor child(ren)    Made a will    Debt free   Consults withan experiencedfinancialadvisor   Have enough forretirement     LifeInsurance forFamily Protection    Contributingto/have anEmergency Fund   Keep andreview allfinancialrecords    Have a diversifiedinvestmentportfolio    Got businesssuccessioninsurance in place  Have abudget/spendingplan to track andmanage cashflow Know myNet worth    Learnt theimportance ofan Emergencyfund fromCovid-19  All expensesare below 50%of my income  Ownstocks andBonds Total debtpayments areless than 35%of income    Living within mymeans   Understandemployment/statutorydeductions Reached astage ofearning passiveIncome  Know how I willfund my futureexpenses   Critical illnessinsurance forincomeprotection    FinanciallyPrepared for theHurricane Season    Aware andcautious ofphishing scams  Have multiplesources ofretirementincome planned  Have aneducation fundfor child(ren)    Made a will    Debt free   Consults withan experiencedfinancialadvisor   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
I
2
G
3
B
4
G
5
G
6
N
7
B
8
I
9
B
10
B
11
N
12
I
13
N
14
N
15
O
16
G
17
G
18
O
19
O
20
I
21
O
22
O
23
B
24
I
  1. I- Life Insurance for Family Protection
  2. G- Contributing to/have an Emergency Fund
  3. B- Keep and review all financial records
  4. G- Have a diversified investment portfolio
  5. G- Got business succession insurance in place
  6. N-Have a budget/spending plan to track and manage cash flow
  7. B- Know my Net worth
  8. I- Learnt the importance of an Emergency fund from Covid-19
  9. B- All expenses are below 50% of my income
  10. B- Own stocks and Bonds
  11. N- Total debt payments are less than 35% of income
  12. I- Living within my means
  13. N-Understand employment/statutory deductions
  14. N- Reached a stage of earning passive Income
  15. O- Know how I will fund my future expenses
  16. G- Critical illness insurance for income protection
  17. G- Financially Prepared for the Hurricane Season
  18. O- Aware and cautious of phishing scams
  19. O- Have multiple sources of retirement income planned
  20. I- Have an education fund for child(ren)
  21. O- Made a will
  22. O- Debt free
  23. B- Consults with an experienced financial advisor
  24. I- Have enough for retirement