Retirement Readiness Scorecard:
Are You Ready to Build Passive Income?
Take this 5-minute assessment to find out where you stand today—and what you need to fix.
This Scorecard Evaluates:
→ Your financial foundation
(Emergency fund, debt levels, cash reserves)
→ Your real estate knowledge
(DSCR, cash flow analysis, market cycles)
→ Your readiness to invest
(Down payment saved? Team assembled? Strategy chosen?)
→ Your risk tolerance
(Can you handle market corrections? Tenant problems?)
→ Your time commitment
(Do you have the bandwidth to manage properties?)
→ Your support system
(Spouse on board? Mentors available? Network built?)
Plus: A personalized action plan based on YOUR score.
How It Works:
STEP 1: Answer 20 simple questions
(About your finances, knowledge, goals, and readiness)
STEP 2: Get your score
(On a scale of 0-100, see where you stand)
STEP 3: Review your gaps
(Specific areas you need to strengthen)
STEP 4: Follow your action plan
(Prioritized next steps based on your score)
SCORE RANGES SECTION
Headline:
What Your Score Means:
Ranges:
0-40: FOUNDATION PHASE
You’re in the learning stage. Focus on education and building your financial base.
Recommended: Start with the 7 Mistakes guide.
41-70: PREPARATION PHASE
You’ve got the basics. Now it’s time to build your team and refine your strategy.
Recommended: Download the Retirement Gap Analysis.
71-100: ACTION PHASE
You’re ready to invest. Time to analyze deals and make offers.
Recommended: Enroll in the 90-Day Investor Blueprint.
Why This Assessment Matters:
Most people jump into real estate before they’re ready.
They haven’t saved enough.
They haven’t built a team.
They haven’t chosen a strategy.
Then they buy a bad deal, get overwhelmed, and quit.
The Retirement Readiness Scorecard prevents that.
It shows you EXACTLY where you are today.
It tells you EXACTLY what to fix before you invest.
It gives you a REALISTIC timeline based on YOUR situation.
No guessing. No false starts. Just clarity.
I Started Before I Was Ready.
My first property? I had no business buying it.
I didn’t know what DSCR meant.
I didn’t have a contractor I could trust.
I didn’t understand how to screen tenants.
I got lucky. The deal worked out anyway.
But luck is not a strategy.
If I’d had this scorecard back then?
I would have known I needed 6 more months of preparation.
I would have avoided $15K worth of mistakes.
Take the assessment.
Know where you stand.
Then build your plan accordingly.
