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

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