Interactive Coaching Board

Right Next Thing Grid

Passive Income Game Plan Session

The "Right Next Thing" (RNT) Grid

Interactive diagnostic grading grid to pinpoint whether each pillar is Above the Line (Freedom) or Below the Line (Friction), and identify the exact catalyst for growth.

ABOVE THE LINE
0 / 5
Pillars operating in Freedom (Superpower & Good)
BELOW THE LINE
0 / 5
Bottlenecks needing upgrade or immediate coaching
MASTERY INDEX
0 / 20 (0%)
Overall Passive Income Game Plan rating
RIGHT NEXT THING FOCUS
Select Below
Primary breakthrough pillar to tackle next
Right Next Thing
Click cell to grade
Strategy & Vision
Clarity, alignment & family governance
PIOS - Your Blue Box System
Passive Income Operating System
Passive Income
Asset yield & monthly recurring freedom
Tax Strategy
Proactive mitigation & legal architecture
Liability Mitigation
Smart debt, DSCR safety & asset protection
A
Superpower
Above the Line
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  • •Annual update 1, 3, and 5 yr vision and goals
  • •Written 100 year plan
  • •Hold quarterly boardroom meeting with family
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  • •Fully Automated
  • •All liabilities are funded through PIOS
  • •> 50% of total income fueled by PIOS
  • •IBC system fully integrated for levels 2 & 3
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  • •> 100% Passive Income (PI)
  • •Built Investment Fund
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  • •Fully implemented tax plan and documented
  • •Plan for all assets to pass most tax effectively to the next generation
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  • •Utilizing debt only for asset based purchases
  • •DSCR > 10.0
B
Good
Above the Line
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  • •Established a quarterly planning routine
  • •Joined a money mastermind
  • •Routine tracking of RNT (Right Next Thing)
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  • •Eliminated all money traps
  • •Funded IBC system
  • •100% free cash flow transferred from Rat Race
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  • •Built Investor Buy box
  • •Following Due Diligence checklists
  • •Investing accountability partner/group
  • •> 25% PI < 100% PI
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  • •Can read your own tax return and effectively lead your tax professional
  • •Have a tax strategist/attorney
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  • •Debt repayments flowing through PIOS
  • •Opportunity Fund in IBC exceeds 1 years DSCR
C
Needs Upgrade
Below the Line
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  • •Written annual goal and a plan related to its completion
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  • •Identified all Money Traps
  • •Investment Hub acct created
  • •Flowing CF to Hub acct
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  • •Identified Investor DNA
  • •Less than 25% FF (Financial Freedom) score
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  • •Have a CPA
  • •Have correct entity formations
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  • •Utilizing Priority Payoff Guide
  • •No credit card debt
D
Needs Help
Below the Line
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  • •No written goals or plans
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  • •No personal profit & loss statement
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  • •No passive income
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  • •No tax strategy
  • •No documentation system
  • •No team
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  • •High Interest debt
  • •Uses debt reactively

Strategy & Vision

Clarity, alignment & family governance

PIOS - Your Blue Box System

Passive Income Operating System

Passive Income

Asset yield & monthly recurring freedom

Tax Strategy

Proactive mitigation & legal architecture

Liability Mitigation

Smart debt, DSCR safety & asset protection

THE LINE OF FREEDOM (B & A = Above · C & D = Below)

How to facilitate: Tap a grade to set the client's current status. The grid shows whether they're Above or Below the Line and which pillar to elevate first.

Passive Income Session Game Plan & Coaching Notes

Document the client's breakthroughs, next 90-day commitments, and strategic moves to cross the line of freedom.

Interactive Right Next Thing (RNT) diagnostic ready for your Passive Income Game Plan session.