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

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