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

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