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

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