Know myNet worth     LifeInsurance forFamily Protection    Aware andcautious ofphishing scams   Living within mymeans    Keep andreview allfinancialrecords  Have abudget/spendingplan to track andmanage cashflow Ownstocks andBonds  Got businesssuccessioninsurance in place    Have a diversifiedinvestmentportfolio   Reached astage ofearning passiveIncome  Know how I willfund my futureexpenses   Total debtpayments areless than 35%of income   Have multiplesources ofretirementincome planned  All expensesare below 50%of my income   FinanciallyPrepared for theHurricane Season  Understandemployment/statutorydeductions Critical illnessinsurance forincomeprotection   Consults withan experiencedfinancialadvisor  Contributingto/have anEmergency Fund     Have enough forretirement     Have aneducation fundfor child(ren)   Learnt theimportance ofan Emergencyfund fromCovid-19  Debt free    Made a will   Know myNet worth     LifeInsurance forFamily Protection    Aware andcautious ofphishing scams   Living within mymeans    Keep andreview allfinancialrecords  Have abudget/spendingplan to track andmanage cashflow Ownstocks andBonds  Got businesssuccessioninsurance in place    Have a diversifiedinvestmentportfolio   Reached astage ofearning passiveIncome  Know how I willfund my futureexpenses   Total debtpayments areless than 35%of income   Have multiplesources ofretirementincome planned  All expensesare below 50%of my income   FinanciallyPrepared for theHurricane Season  Understandemployment/statutorydeductions Critical illnessinsurance forincomeprotection   Consults withan experiencedfinancialadvisor  Contributingto/have anEmergency Fund     Have enough forretirement     Have aneducation fundfor child(ren)   Learnt theimportance ofan Emergencyfund fromCovid-19  Debt free    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
B
2
I
3
O
4
I
5
B
6
N
7
B
8
G
9
G
10
N
11
O
12
N
13
O
14
B
15
G
16
N
17
G
18
B
19
G
20
I
21
I
22
I
23
O
24
O
  1. B- Know my Net worth
  2. I- Life Insurance for Family Protection
  3. O- Aware and cautious of phishing scams
  4. I- Living within my means
  5. B- Keep and review all financial records
  6. N-Have a budget/spending plan to track and manage cash flow
  7. B- Own stocks and Bonds
  8. G- Got business succession insurance in place
  9. G- Have a diversified investment portfolio
  10. N- Reached a stage of earning passive Income
  11. O- Know how I will fund my future expenses
  12. N- Total debt payments are less than 35% of income
  13. O- Have multiple sources of retirement income planned
  14. B- All expenses are below 50% of my income
  15. G- Financially Prepared for the Hurricane Season
  16. N-Understand employment/statutory deductions
  17. G- Critical illness insurance for income protection
  18. B- Consults with an experienced financial advisor
  19. G- Contributing to/have an Emergency Fund
  20. I- Have enough for retirement
  21. I- Have an education fund for child(ren)
  22. I- Learnt the importance of an Emergency fund from Covid-19
  23. O- Debt free
  24. O- Made a will