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…


Base Camp
Awareness
Overview
When you are about to set out on a journey, before you can ever hope to know how to get where you want to go, you must first be very clear about where you are right now. In other words, you must make sure you know as much as possible about your current situation, conditions, environment and circumstances.
This is Awareness, the foundational skill of Life Mastery Way. Because it is so important, we learn about it first at our centering and grounding station, what we call Base Camp. Your objective is to bring Awareness into every aspect of your life and, as much as possible, keep it present in every moment. This means being aware of what is going on in your surroundings, and also within you—that is, your emotions, thoughts and sensations.
Situation
Lately, you have been operating much like a sleep-walker. That is, you have slipped into an unconscious behavior pattern; it may seem as if you are flying on auto-pilot. Obviously, you have not done this deliberately, but you are probably experiencing moments where you think things like these:
- How did I get here? I don’t remember the last 30 minutes.
- I am way off-kilter here; I seem to be bouncing around from one thing to another with no sense of direction.
- I am totally confused and disoriented; I need to get back on track.
Recommendation
It is important to stop whatever you are doing, at least until you can bring more Awareness into your current situation. Find a quiet place where you can sit and relax. Take a few deep cleansing breaths and bring awareness to all aspects of your situation.
External Inventory
Take stock of everything around you, and bring your focus to as many details as possible. Notice the shapes and colors of all objects around you. Notice the temperature of the room or the space. If you are outdoors, take not of the details of the weather conditions. Are there people or animals around, or are you alone? What kind of objects are around you? Just notice as much as you can without making up any story or drawing any judgments or conclusions about any of it.
Internal Inventory
Now bring your attention to your body. Notice any physical sensations that you might be feeling: cold/hot, relaxed/tense, hungry, clammy, shivery, etc. Again, avoid any judgment or interpretation; just take stock.
Next, notice the emotions that you are feeling. Try to limit your words to one of the four primary emotions: sadness, fear, anger, or joy. Is it a strong or weak emotion at this time? How long have you been feeling this emotion? Again, no judgment; just observation.
Finally, bring your attention to your thoughts. What are you thinking? Are your thoughts related to a common theme? Do you notice a judgmental or interpretational quality to your thoughts? How long have these thoughts been present in your mind?
Introspection
Now that you have elevated your awareness about your current internal and external state, take a few moments to see if you can peek under the covers and find out more about how you came to be in this state. Here are a few questions you can ask yourself—remember not to judge yourself for your current state:
- How did I attract my current situation into my life?
- What is the purpose for my current behavior?
- In what ways are my thoughts, words, actions and emotions aligned with my purpose?
- In what ways are they out of alignment?
- Do I wish to change this situation? If so, what new choice will I make?
Final Steps
Once you are complete with this process, take some time to honor yourself for having had sufficient
Awareness to know that you were operating unconsciously, and for having the courage to look inside to find out what was really going on. Notice how you are feeling now, and take this new feeling into the next phase of your life.
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…


River of Grace
Flow
Overview
When we come into the physical world, we arrive in a state of sacred flow. We are excited and happy to be in our new surroundings, full of curiosity, and eager to venture onto the path of our adventures. We aren’t troubled by the past or worried about the future; we are simply present in the here-and-now, full of wonder for whatever shows up next.
But soon enough, life happens, and we find ourselves bound and restricted by ever more complicated rules and guidelines and demands. Soon enough, the sacred flow is nowhere to be found, and life becomes more of a struggle and challenge than an adventure.
When we visit River of Grace, we are gently and lovingly reminded of the natural state we arrived in. Here, we learn about Flow—the idea of presence in action—and how we can reclaim it and maintain it in our everyday life.
Situation
You have been experiencing a sense of disorientation or confusion lately because you are disconnected from your grounded center. You may be experiencing sadness or anger about something that happened in your past, or you may be experiencing fear about something that you expect to happen in the future. Whatever the case, you are having a great deal of difficulty staying present in the here-and-now, which means that you are unable to focus for any length of time on important items on your current to-do list. This is having negative consequences in all areas of your life, but is probably showing up most intensely in your relationships with loved ones, and slightly less intensely in your decision making abilities.
Recommendation
To regain your sense of presence in action, begin by bringing your full attention to your emotional state. Find a quiet place to sit and relax, and take several deep, slow, cleansing breaths.
As you feel your awareness and presence begin to increase, bring your focus internally to what you are feeling. If you have been obsessing over something from your past, then you will likely be feeling sadness relating to some kind of loss, or anger due to a boundary violation or failing to get something you really wanted. If you have been worrying about something in your future, then you are likely feeling fear about what you imagine may be coming your way. Without judging, simply observe your feelings, and where and how they are manifesting in your body.
Once you have identified your feelings, give yourself unconditional permission to feel them. Open yourself up, so that the emotional energy can simply flow through you and out of you. Some of the this energy may be uncomfortable or painful, but if you allow it to pass through you, the pain and/or discomfort will dissipate relatively quickly.
When the unpleasant energy diminishes to a low enough level, consciously and intentionally invite in warm, healing, loving energy to replace it. Allow this new feeling to fill your entire body, beginning at your belly and emanating to your extremities. Notice a sense of aliveness and presence growing more and more powerful within you.
Anchor this new feeling in your body and remind yourself that you can reconnect to it any time you want to—no matter what might be going on in your life. Take this Flow back into your life, and enjoy the reconnection to your natural state. Let this feeling inform all your thoughts, words, actions and emotions going forward.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
