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

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