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

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