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

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