RPM Passive Partner Assessment

Is It Too Late to Build
Real Passive Income?

Most people in your position are further along than they realize — and further behind on one or two specific things than they think. This 5-minute assessment tells you exactly where you stand and whether the RPM Partnership model is the right vehicle to close the gap.

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Under 5 Minutes8 honest questions

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Your Season IdentifiedWhere you are on the wealth map

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Your Strategy MatchThe right partnership pathway for your capital

Question 1 of 8

Which of these best describes your financial situation right now?

Be honest — there is no wrong answer here. The more accurate your answer, the more useful your result.

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My passive income is near zero — I am fully dependent on my job or active income

Savings exist but they aren't generating meaningful income. Retirement feels uncertain.

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I have some passive income — but it covers a fraction of what I actually need

Dividends, rental income, or interest — something is coming in, but not nearly enough to matter.

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I have meaningful savings or investments — but they are not generating the passive income I expected by now

The accounts are there. The returns aren't. Something needs to change.

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I am relatively comfortable — I want to accelerate and build more options, not catch up

Financial pressure isn't the driver. Ambition is.

Question 2 of 8

How much capital could you realistically put to work in the next 90 days?

This includes savings, brokerage accounts, or capital you could access. Do not include retirement accounts you can't access without penalty.

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Less than $20,000

I'm building toward this — I have some savings but not enough to deploy yet.

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$20,000 – $40,000

Enough for one partnership unit — a real starting point.

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$40,000 – $80,000

Enough for two properties — can start Phase 1 with momentum.

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$80,000 – $160,000

Strong position — enough to complete a full Leap Frog Phase 1 (3–4 properties).

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$160,000 or more

Ready for the Grand Slam pathway — a larger-scale strategy applies here.

Question 3 of 8

Where is most of that capital sitting today?

Select the option that represents the majority of your investable assets.

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Bank savings or money market account

Safe, but earning almost nothing. Opportunity cost is real and growing every year.

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Stocks or brokerage account

Growing — but volatile. You've lost sleep over it at least once.

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A 401(k) or IRA

It's accumulating — but locked up until retirement, and probably not on track to get you there comfortably.

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Home equity

The wealth is there — it's just sitting in the walls and not working for you.

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Spread across several of these

Diversified — but not coordinated around a strategy that compounds toward freedom.

Question 4 of 8

What monthly passive income number would genuinely change things for you?

Think about the number that would make you feel financially free — not rich, just free. The point where you stop worrying.

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$1,000 – $2,000 / month

Cover one or two major bills. Take the edge off. Sleep better at night.

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$2,000 – $4,000 / month

Tier 1 Freedom — passive income covers basic living expenses. The crossover point.

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$4,000 – $6,000 / month

Replace my primary income entirely. My time becomes mine again.

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$6,000+ / month

Full financial independence — and something meaningful to leave behind.

Question 5 of 8

How much runway do you have to reach that number?

Be honest about the real window. Not the optimistic version — the one that keeps you up at night.

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10+ years — I have time, I just want to be intentional about it

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5 – 10 years — I'm behind where I thought I'd be, but not panicking yet

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3 – 5 years — the urgency is very real and I need a plan that actually works

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Under 3 years — I've waited too long and I know it

Question 6 of 8

What is your biggest obstacle to investing in real estate right now?

Pick the one that resonates most — even if more than one applies.

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I don't understand it well enough to feel confident

The knowledge gap feels too wide and I don't know where to start.

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I'm afraid of losing my capital — I've worked too hard for this

I can't afford a major loss. One bad deal would set me back years.

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I haven't found a partner or a system I trust with my money

I'm open to real estate — I just don't know who to work with.

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I keep saying I'll do it — and then I don't

The information is there. The intention is there. The action hasn't happened.

Question 7 of 8

How involved do you want to be in the process day-to-day?

There is no right answer — but your honest answer helps determine the right partnership structure for you.

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Fully passive — I want to fund it, receive updates, and collect returns

I do not want to manage anything. Just the results.

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Light involvement — quarterly strategy conversations and deal approval

I want to have a say but not be in the weeds. This is the collaborative investor model.

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Moderately engaged — I want to understand every decision before it's made

I'm willing to learn as I go and I want to build real knowledge, not just returns.

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Actively involved — I want to be part of the execution, not just the capital

I want to build the skills and be in the deal, not just behind it.

Question 8 of 8

When you imagine reaching your passive income goal — what changes most?

The most important question. This shapes everything.

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I stop being afraid of retirement and what comes after

Security. Not getting to 65 and realizing it wasn't enough.

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I get my time back — I leave my job or go part-time on my own terms

Freedom. Doing what I want, when I want, without asking permission.

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I build something I can leave behind for my family

Legacy. The next generation starts further ahead than I did.

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All of the above — I want the whole picture

Security, freedom, and legacy. That is the complete definition of financial freedom.

One Last Step

Your Results Are Ready.
Where Should We Send Them?

Enter your name and email below to view your personalized passive income strategy and discover whether the RPM Partnership model is the right fit for your situation.

Is It Too Late to BuildReal Passive Income?

Your Results Are Ready.Where Should We Send Them?

Is It Too Late to Build
Real Passive Income?

Your Results Are Ready.
Where Should We Send Them?