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