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


Dark Forest
Shadow
Overview
Each of us has parts or aspects of ourselves that we try to keep hidden from the rest of the world. We do this—consciously or unconsciously—because we have a negative belief about those parts: they are somehow unacceptable, inappropriate, bad or wrong. And what’s worse, because these parts exist within our overall makeup, we inadvertently come to believe that we are somehow defective or broken.
As we learn in Dark Forest, the truth is that our Shadows are actually very powerful aspects of ourselves, and if we simply take the time to meet, engage, understand and eventually embrace them, we will have a much deeper and more intimate knowing of who we really are. And this has only positive implications for the kinds of lives we are destined to live.
Situation
Conditions are coming into being that will trigger unconscious resistance in you. You will find yourself looking for ways to avoid certain people or circumstances, and you may not be fully aware of this tendency. You may hear an inner voice warning you of some kind of unspecified danger, or strongly suggesting other activities that will keep you away from this situation.
Recommendation
When your Shadow activates, it works behind the scenes. Since it represents a part of you that you disavowed or disowned at an earlier time in your life, it tries to stay out of sight. This Shadow initially came into being because of an unconscious negative belief you took on when you were younger—likely as the result of a painful or traumatic experience—and it adopted whatever coping strategy you discovered for dealing with similar experiences that appeared to be creating the same kind of pain or trauma.
The situation today is that, even though you are much older and wiser than when you experienced the childhood pain that started this dynamic, you are still unconsciously using the same coping strategy—even though it almost certainly no longer works for you! Your Shadow is still alive and well behind the scenes, and whenever it detects a situation even remotely similar to the one that happened when you were a child, it automatically goes into self-protection mode and starts implementing its innate coping strategy. Meanwhile, you are still trying to live your life and do the things you do, but your Shadow—in its zeal to keep you safe—somehow takes over and manages to run the show, sometimes creating chaos in the process.
The solution here is for you to raise your awareness and bring your own Shadow into the light. You must remember that your Shadow is trying to create one of the four core states: Being, Serenity, Love, or Oneness. It is simply using a strategy that no longer achieves the desired result.
Create a safe and quiet place where you can relax and know you are totally safe. Do the following:
- Bring your awareness to the Shadow within you, and let it know that you are here simply to provide love and support.
- Speak to the Shadow as if it were a small child, and invite it to come closer so that you can hold it in your lap. See yourself as a loving parent who is trying to soothe his/her own little child. Just be totally present for this child, without judgment or condition, and make yourself available to listen to whatever the child has to say. Some of the following questions might be helpful:
- What do you imagine is going to happen?
- Does this remind you of something else that happened to you at a different time?
- What happened to you as a result of that similar situation?
- How did you feel because of what happened to you?
- What did you come to believe about yourself or the world because of that situation?
- And so you adopted the strategy of <describe the strategy> because it kept you safe, right?
- Once you have answers to these questions, you (as the adult) can now begin bringing some loving support to the small child. You might say something like the following:
I am really sorry that that happened to you, and that there was no-one there to protect you when you needed protection the most. I am proud of you for finding your own way to keep yourself safe. That really worked for you for a long time, so thank you for doing that. It just shows how resourceful and thoughtful you were. But I am here now. I am an adult with adult powers, and I can do things that I could not do when I was a child. I am here to keep you safe and protect you. You no longer need to take care of me—that is my job, not yours. So, I release you from your job of trying to keep me safe, and I thank you from the bottom of my heart for all you have done for me. - You may find that the child will release some tears, and you might do the same. Just let that happen, and allow the love to flow between you.
- When you are ready, release the child, and allow him/her to go off and play, like a child should be able to do.
- Take note of how you are feeling, and embrace the full power of who you really are.
After this process is complete, you will be much better prepared to deal with future situations that trigger the pain and reaction of old wounds.
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…


Nama Station
Forgiveness
Overview
When we are caught up in the dramas of our ego-minds, it is easy for us to fall into the habit of playing the BS Game—that is, the “Blame-Shame Game”. When someone else does something that causes us discomfort, upset or pain, we put ourselves into the role of victim and the other person into the role of perpetrator. In this way, we give all our power away to the perpetrator—who may not even be aware of the fact that s/he has done something “wrong”. In allowing ourselves to slip into this finger-pointing pattern, we often end up creating even more pain and upset for ourselves, while secretly hoping for the other person to suffer.
Nama Station teaches us about the powerful healing capabilities of Forgiveness, a tool whose sole purpose is to give ourselves permission to release ourselves from our own pain and suffering. When we forgive, it really has nothing to do with the so-called perpetrator! It is really all about letting go of something over which we have no control, and—without forgetting or condoning or agreeing with actual bad behavior—releasing ourselves from the prison of our own negative thinking, and reclaiming our power.
Situation
Somebody in your life has said or done something to you that seemed to come from malicious intent, and it has been causing you a lot of internal upset and emotional pain. The event in question happened at some time in the past—perhaps even the distant past—but it continues to haunt you today. The other person has not apologized or taken responsibility for the event, and apparently does not see things the same way you do. Worse, the other person doesn’t seem to recognize or acknowledge the pain that s/he caused you, and this is adding to your ongoing anger and resentment. You find yourself wishing the worst for this person, perhaps even dreaming of violence or retribution.
Whether this situation happened relatively recently or sometime in the more distant past, the fact that you are dwelling on it now is causing you a great deal of discomfort, upset or pain.
Recommendation
First and foremost is Safety. It is assumed in this discussion that you have taken all necessary steps to protect yourself from any potentially dangerous conditions or situations, and that, if appropriate, you have also alerted any law enforcement or other relevant support personnel.
It is important for you to find a way to quiet the voices in your head so that you can return to a grounded, centered state. One of the best ways for you to do this is to Forgive the person who is holding your ego-mind hostage. It may seem like a very difficult task right now, but if you can remember that Forgiveness is not about condoning or forgetting someone else’s behavior, or letting him/her off the hook, and that it is really about giving yourself permission to release yourself from the pain you are creating by keeping the situation alive in your mind, then you will find it much easier to find Forgiveness in your heart—and this will quickly bring healing into your life.
When you are in a safe and quiet place, go through the 5 simple steps below:
- Understand the wrong-doing. What actually happened? Was it done deliberately, or did it happen by accident? Do you know the perptrator’s real intention or motivation, or is that something you are simply making up as part of your ego-mind story? What were the consequences? Which consequences were the direct result of the perpetrator’s actions, and which ones are the result of your own thinking patterns?
- Acknowledge and validate your judgments and feelings. Notice what kinds of thoughts and judgments you have about the perpetrator. Are you attached to “getting even” or finding justice or having your revenge? What do you imagine you might gain by following through on your vengeful thoughts? What are you feeling emotionally about all of this?
- Express and release your emotional energy. Allow yourself to fully experience and express the emotional energy associated with this situation. Some of this energy may be locked in place because of previous attempts to “stuff it”, so give yourself permission to feel it all. Allow it to pass through you so that the pain dissipates and eventually disappears.
- Own your part in the situation. This is not about making yourself wrong for whatever happened; it’s part of the process for raising awareness about your part of the situation. Did you do something that might have triggered the other person’s behavior? Was there a part of you that derived pleasure from pushing the other person’s buttons? Did you do something after the fact to make matters worse? Could you have done anything to improve, mitigate or resolve the situation?
- Re-connect to compassion and unconditional love. After your emotional energy has passed and you have honestly reflected on the whole situation, allow yourself to reconnect naturally and gently to compassion. Find a place of compassion for the other person, who may have been (and may still be) suffering from struggles of his or her own. Find a place of compassion for yourself and whatever struggle you’ve been going through, and release yourself from thoughts of revenge. Give yourself permission to forgive the other person; in the quiet silence of your mind, simply say “I forgive you.” At the same time, give yourself permission to forgive yourself; in your mind imagine that you are speaking to yourself, and say silently “I forgive you.”
You may need to go through this exercise a few times before all of the energy completely dissipates. Remember, the other person does not need to know you are doing this—the exercise is completely for you, and you alone. But do notice how much lighter and more open you feel each time you complete the exercise. Invite and embrace that lightness, and allow it to inform the way you show up going 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).
