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

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