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

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