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

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