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

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