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

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