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

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