The Investor Type
Strategic Lifestyle…
Discover the process of achieving ultimate time and money freedom…
Click the cards below to see what each Phase of the Investor Lifestyle entails. You’ll see where you are on this journey and how to get from here to there. Watch for follow-up emails with even more information to guide you…
Phase 1: Easy Do-It-For-You…
Turning Money Into More Time for You


Alignment Ridge
Integrity
Overview
As we learn in Alignment Ridge, Integrity is a state of being in which our thoughts, words, actions and emotions are all in alignment. Being “in integrity” is a wonderful experience, and most of us know instinctively when we are there. But, as we also learn, Integrity is even more powerful when we synchronize our alignment with our sacred Purpose for being. When we create this kind of alignment, we feel inspired and motivated, perhaps even unstoppable!
No-one is “in integrity” 100% of the time; we all slip-up occasionally. Thankfully, one of the other tools we learn about in Alignment Ridge is Accountability, which enables us to perform some powerful introspection to find out how we got off track, and to create a new commitment to find our way back to our chosen path.
Situation
You will be faced with conditions and circumstances that will put at least two of your commitments in conflict with one another. You will find that you have to make choices that will pull you out of integrity with at least one of these commitments. Because you are a person who highly values integrity, this will cause you a great deal of inner turmoil; you will have difficulty making the necessary choices.
Recommendation
Whenever you have two or more commitments that come into conflict with each other, you are faced with a dilemma: Which commitment do I follow through on, and how do I minimize the damage when I break one of the others?
If you simply choose one commitment and forget about the other(s), then you risk damaging your relationship with the people involved in the broken commitments. This can get worse over time if you allow this sort of thing to happen repeatedly, because then people begin to see you as someone who doesn’t keep his/her word, who can’t be counted on, who “flakes out” and doesn’t follow through. This in turn leads to broken trust, which makes it very hard for people to stay in relationship with you. Most people will accept an apology once or twice, but after that, if there is no change in behavior, your fate is sealed with them.
So, what is the solution? Simple: Negotiation. This is a form of self-accountability because you are acknowledging that you somehow allowed two or more commitments to come into conflict with one another. You are taking responsibility for the choices you made to allow this to happen, and you are asking one or more of the people you committed to for permission to change the terms of the commitment(s).
You could approach the other party (or parties) and say something like the following:
I want to apologize to you because I’ve created a situation in which I have a conflict with the agreement I made with you. I will not be able to complete that commitment in the manner we agreed upon, and I would like to discuss with you how we might be able to re-structure the agreement in a mutually acceptable way.
The other person may not be in a position to modify the existing agreement, so you may have to try this approach with each of the other people involved. Whatever happens, make sure you approach each party with a genuine desire to find a mutually acceptable solution. Even if things don’t quite work out the way you want them to, at least you have made your best effort, preserved your integrity, and reduced the risk of broken trust with those people.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
Phase 2: Easy Do-It-Yourself
Spending Little Time While Making Lots More Money…


Peaceful Heart Meadow
Acceptance
Overview
Our ego-minds spend a great deal of time trying to keep us safe—sometimes in ways that, on close inspection, may seem quite dysfunctional. We often find ourselves trying to make sense of our circumstances by putting our own spin on things—that is, we analyze, explain, justify, or interpret our situations without really making any effort to accept them as they are. In other words, we unconsciously tend to reject what is in favor of our own story or thinking about what is.
In Peaceful Heart Meadow, we begin to learn about the first Key Skill: Acceptance. As we become more aware of what is, our first priority is to accept it as it is. That is, we suspend our judgments, conclusions or stories about it, so that we can grok it more clearly for what it really is—rather than for what we think it is.
Acceptance is not about agreeing with anything; it’s not about condoning anything; it’s not about believing in anything. All of those actions—agreeing, condoning, believing—require you to analyze, explain, justify or interpret what is, which puts you back into your ego-mind, and disconnects you from your innate ability to accept. Acceptance is simply about being fully aware of what is and acknowledging it as such—in other words, Acceptance is Awareness without Story. If you get out of your head and into your heart, you engage your natural power to accept what is. Once you have accepted it for what it really is, then and only then can you actually do something about it.
Situation
Something unpleasant, painful or tragic is happening in your life right now, and it has triggered many different reactions within you. In essence, your reactions are just variations of your overall rejection of the situation, and your rejection of what is merely increases your pain and discomfort without in any way changing the situation. Your desire to reject what’s happening may be quite understandable, because the situation itself is causing you pain and distress. Perhaps you are having thoughts like these:
- This situation is completely unacceptable; I have to find a way to make it go away.
- This can’t be happening to me…again!
- If I accept this, then it means that I’m agreeing with it. I simply can’t allow that to happen.
- I don’t like it; I don’t want it; I don’t choose it. I refuse to allow it into my life.
Recommendation
If you’ve ever had a massage, then you probably remember a time when your massage therapist found a place on your body that felt painful to the touch. And when that happened, you probably had an instant reaction to tense your body and protect yourself from the pain. Interestingly, however, if you allowed yourself to consciously relax the muscles and accept the temporary pain of the therapist’s touch, then pretty quickly the pain subsided and the movement of the therapist’s hands actually relieved some deep-rooted tension, and therefore provided some much needed healing.
Think of Acceptance in the same way. Your current situation may be unpleasant or painful, but you can alleviate that pain significantly simply by acknowledging it, relaxing into it and allowing your breath to carry it away.
Find a quiet place where you can follow this simple process to help you return to a place of acceptance:
- Take some deep breaths to ground yourself and bring yourself into the present moment. Bring attention to your emotions, thoughts, and physical sensations. Avoid any judgments, interpretations or conclusions as you do this. Just keep breathing gently and maintain your perspective as an observer.
- When you feel sufficiently present and relaxed, allow your inner observer to take a closer look at the issue that has been triggering resistance. What is it about this issue that agitates you to the point that you want to push it away? Does the issue bring up any self-judgments or stories that challenge your ability to stay present? Again, avoid any judgments as you do this; simply observe the situation and what it brings up for you.
- Bring the energy of compassion and forgiveness to yourself for the way you are reacting to the situation. Imagine that you are wrapping yourself in a big, unconditionally loving hug. Remind yourself that everything about you is perfectly okay—including any reaction or feeling you may have had up to now.
- Take a few more deep breaths, and simply release your energy of resistance. Imagine that you putting all the resistance energy into an expanding balloon; imagine opening a window in your heart and allowing that balloon simply to float off into the distance. Watch it disappear over the horizon, never to come back into your body.
- Take a few more deep breaths, and see yourself accepting your situation exactly as it is. It is neither good nor bad, right nor wrong; it simply is what it is. In your mind’s eye, see yourself examining the situation from all angles, maximizing your awareness of everything it contains.
- Take some time now to honor yourself for bringing yourself back to a place of acceptance.
At this point, you have really completed the exercise. Give yourself some time to let the process anchor within you. After sufficient time has passed, and you believe you have fully accepted the situation for what it is, you will find yourself better equipped to decide exactly what steps you want to take to move forward.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
Phase 3: Passive Income All Day Long
Multiple Passive Income Streams and Money Freedom…


Alignment Ridge
Integrity
Overview
As we learn in Alignment Ridge, Integrity is a state of being in which our thoughts, words, actions and emotions are all in alignment. Being “in integrity” is a wonderful experience, and most of us know instinctively when we are there. But, as we also learn, Integrity is even more powerful when we synchronize our alignment with our sacred Purpose for being. When we create this kind of alignment, we feel inspired and motivated, perhaps even unstoppable!
No-one is “in integrity” 100% of the time; we all slip-up occasionally. Thankfully, one of the other tools we learn about in Alignment Ridge is Accountability, which enables us to perform some powerful introspection to find out how we got off track, and to create a new commitment to find our way back to our chosen path.
Situation
It has come to your attention that your thoughts, words, actions and emotions are not aligned with each other, or at odds in some way with your purpose for being. As a result, you are feeling a sense of disorientation or confusion about your life. This may be creating a story loop in your mind with thoughts similar to these:
- I have no idea where I am or where I’m supposed to be going.
- I’ve completely forgotten my commitments, and I seem to be wandering around aimlessly.
- My life is in chaos! How did this happen?
- Nothing makes sense at the moment! Why am I doing this? How did I get off track?
- <So-and-so> is going to be pissed at me; how can I make this right?
Recommendation
Being out of integrity is a pretty common state. Everyone experiences it from time to time, because, as humans, we all make mistakes. So, first and foremost, be gentle with yourself and make sure to approach this issue with love and compassion.
Begin by determining if you are out of integrity because of a broken agreement with someone else, or if you are simply out of integrity with yourself—in which case you may have forgotten or violated a commitment to yourself. Regardless of the situation, you can use this self-accountability process to get back on track.
Find a quiet place to journal your responses to the following:
- What was the agreement or commitment I failed to honor?
- What choices did I make (conscious or unconscious) that led me to slip out of integrity with respect to this agreement/commitment?
- What were the consequences of these choices?
- What possible unconscious beliefs do I have that may have led to these choices in the first place?
- What is the source of these beliefs? Where might they have originated in my earlier life?
- Now that I have a better understanding of what drove my choices, what can I do to take full responsibility for the consequences I created?
- What new commitment can I make (to myself or to the other party) so as to challenge myself to grow from this learning and to regain my alignment with my purpose?
If your agreement/commitment was with another person, you will find it very empowering and liberating to approach that person from a place of vulnerability, and own your mis-step, offer any apology if required, and re-commit to your agreement.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
