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Stage #1 Beginner - Starts with the business idea and ends when your income exceeds your expenses.
Stage #2 Operational/Early Profitability - Starts when you are making a profit, ends when you become self-supporting.
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Score
0/5
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0
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Ratings
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9
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Views
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0
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Related
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0
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Comments
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1
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Revisions
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Status:
Needs a little more detail
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Score
0/5
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0
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Ratings
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63
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Views
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0
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Related
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0
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Comments
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1
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Revisions
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Status:
Ready
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Created By:
ACA ACA
On:
Aug 13, 2009 1:34 PM
Last Updated By:
Login Test
On:
Nov 11, 2011 2:34 PM
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Alliance of Cambridge Advisors
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Score
0/5
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0
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Ratings
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104
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Views
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0
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Related
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0
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Comments
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2
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Revisions
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Status:
Ready
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Created By:
ACA ACA
On:
Aug 13, 2009 2:21 PM
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Quarterly ACA newsletter, produced by the Newsletter PAT, designed to communicate
financial planning topics to clients and prospective clients of ACA members.
This is a great marketing/high touch tool
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Score
0/5
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0
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Ratings
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63
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Views
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0
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Related
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0
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Comments
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2
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Revisions
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Status:
Ready
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Created By:
ACA ACA
On:
Aug 13, 2009 1:31 PM
Last Updated By:
ACA ACA
On:
Nov 16, 2010 2:34 PM
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1. How much you earn (singles most important factor)
2. Wise shopping and spending
3. How much you save in permanent savings (not "in and out" savings)
4. Your tax burden
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Score
0/5
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0
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Ratings
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117
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Views
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0
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Related
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0
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Comments
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0
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Revisions
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Status:
Ready
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Created By:
ACA ACA
On:
Jun 1, 2010 10:57 AM
Last Updated By:
ACA ACA
On:
Jun 1, 2010 10:57 AM
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A block on the Pyramid comprised of investments purchased using leverage or margin methods
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Score
0/5
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0
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Ratings
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57
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Views
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0
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Related
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0
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Comments
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6
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Revisions
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Status:
Ready
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Created By:
ACA ACA
On:
Aug 13, 2009 1:45 PM
Last Updated By:
ACA ACA
On:
Apr 2, 2010 11:18 AM
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These concepts serve as the foundation for achieving financial independence
- Save 10% of your annual income,
- Have sufficient liquidity
- Fully fund your pensions
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Score
0/5
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0
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Ratings
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107
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Views
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0
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Related
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0
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Comments
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12
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Revisions
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Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:14 PM
Last Updated By:
System
On:
Apr 1, 2010 3:28 AM
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Testing the difference between adding a word or phrase and requesting a definition.
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Score
0/5
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0
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Ratings
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79
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Views
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0
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Related
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0
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Comments
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5
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Revisions
|
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|
Status:
Ready
|
Created By:
ACA ACA
On:
Sep 30, 2009 7:57 AM
Last Updated By:
System
On:
Mar 31, 2010 6:33 AM
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A block on the Pyramid comprised of international or global mutual funds and/or gold coins or buillion
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Score
0/5
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0
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Ratings
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93
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Views
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0
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Related
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0
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Comments
|
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2
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Revisions
|
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Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:41 PM
Last Updated By:
ACA ACA
On:
Mar 24, 2010 4:28 PM
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Score
0/5
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0
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Ratings
|
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60
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Views
|
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0
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Related
|
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0
|
Comments
|
|
1
|
Revisions
|
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|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:46 PM
Last Updated By:
ACA ACA
On:
Mar 22, 2010 11:03 AM
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A block on the Pyramid comprised of general partnerships other than a real estate investment partnerships.
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Score
0/5
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0
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Ratings
|
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59
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Views
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0
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Related
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0
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Comments
|
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1
|
Revisions
|
|
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Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:44 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 12:14 PM
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Certified Public Accountant designation granted by the American Institute of Certified Public Accountants after the completion of a comprehensive exam and educational requirements. PFS is a specialized
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Score
0.3/5
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0
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Ratings
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100
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Views
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1
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Related
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1
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Comments
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1
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Revisions
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Status:
Someone confirm this is accurate
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Created By:
ACA ACA
On:
Aug 13, 2009 2:06 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 12:12 PM
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Certified Financial Planner designation awarded by the CFP Board of Standards after the completion of a pre-approved financial planning education program, experience and passing a comprehensive exam.
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Score
0/5
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0
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Ratings
|
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58
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Views
|
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0
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Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
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Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:05 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 12:09 PM
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A list of no-load mutual funds & ETFs that have been screened by the SFL PAT. It's a great starting point for making investment decisions. (Formerly known as the Directed Portfolio.)
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Score
0/5
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0
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Ratings
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70
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Views
|
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0
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Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Needs a little more detail
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:07 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 12:06 PM
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A learning environment made up of conference calls and web conferences designed to supplement and reinforce the self-study programs
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Score
0/5
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0
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Ratings
|
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63
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Views
|
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0
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Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:17 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 12:03 PM
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A block on the Pyramid comprised of individual company stocks.
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Score
0/5
|
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0
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Ratings
|
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70
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Views
|
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0
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Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:43 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:55 AM
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A block on the Pyramid comprised of the value of private businesses, antiques and/or collectibles.
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Score
0/5
|
|
0
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Ratings
|
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87
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Views
|
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0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:43 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:53 AM
|
|
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A block on the Pyramid comprised of any real estate property that is not income producing (vacant land, vacation homes etc).
|
|
Score
0/5
|
|
0
|
Ratings
|
|
101
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:42 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:52 AM
|
|
|
Teleconferencing line for up to 99 participants. Calls can be recorded and downloaded at no addiitonal cost. ACA members or groups can be set up with their own Access code for their own 24/7 bridge li
|
|
Score
0/5
|
|
0
|
Ratings
|
|
107
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:04 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:50 AM
|
|
|
An ACA tool that is allows advisors to calculate the approximate cost of building a client's bond ladder using stripped treasuries. Part of the ACA Toolkit.
|
|
Score
0/5
|
|
0
|
Ratings
|
|
90
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:08 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:38 AM
|
|