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


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 are well aware that something important is going to take place in your life in the next few days or weeks. It is something you have been anticipating with a mixture of excitement and fear. You are worrying about possible negative consequences of this event’s arrival, and obsession with these fearful thoughts makes it difficult for you to stay focused on important things that need your attention right now.
Recommendation
The only two times when nothing can be done are Yesterday and Tomorrow. If you focus your attention on either of them, you are depriving yourself of the gift of Today.
It may well be true that something you have anticipated for a while is soon to appear, and it will bring with it whatever it brings. You can worry about how this event will show up, about how it will impact you, about all the things that could possibly go wrong, yes, you can do all that if you want to. But what is it costing you to concern yourself this way about something that has not yet happened? Wouldn’t you find your life less stressful if you could stop this worrisome future-think?
Bring yourself back to the present, to the here-and-now, and allow yourself to experience what is here right now. Here’s a little trick you can do to help you re-ground yourself:
- Imagine that the event you are anticipating has already arrived, and that everything about it turned out more or less as expected. Notice the relief you feel, and the immediate sense of relaxation that shows up as a result.
- Now, simply allow the event to be a wonderful memory in your mind, something that you can cherish any time you are feeling a little stressed out. Allow this memory to be so important to you that it seems almost like a peak experience.
- Bring the emotional energy if this experience back into the present moment, and notice how you are feeling right now.
Focus your attention on your renewed sense of aliveness, and let that inform all your thoughts, words and actions going forward. Anytime you find yourself slipping back into worry mode, come back to this exercise and let it ground you and bring you back to Flow.
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…


Karma Crossroads
Choice
Overview
One thing that we all have available to us in every moment is Choice. It may not always seem that way, though.
Sometimes, some of the alternatives available to us may be completely unacceptable for any number of reasons, so it may seem that there is only one viable option, even if that last remaining option is distasteful—in which case, it is usually the least of all evils. When this happens, we may think that we really have no choice at all—or that we are forced into something we didn’t really want.
In other circumstances, we may be making our choices unconsciously. In this case, we may be operating on “auto-pilot”, making decisions without even being aware. The problem here is that, when we aren’t aware of our choices, then we are certainly not aware of their impact, and we may not realize how our actions are affecting the world around us.
In Karma Crossroads, we look at the concept of Choice in a new way, and we learn how to make our choices both consciously and responsibly.
Situation
Lately, you have been making a lot of your choices unconsciously, and you are now becoming aware of some of the unintended consequences of those choices. Some of the people around you are beginning to express displeasure or even upset because of your words or actions. Some of them may even be describing pain in their relationship with you. And now, you are beginning to feel internal guilt or shame because of the current situation, and the voice inside your head may be berating you for some of these choices, with words like:
- How could you be so bone-headed as to make a decision like that?
- What on earth were you thinking? You should have known this would happen.
In addition, you are feeling significant emotional pain of your own right now, worrying that you may not be able to make things right.
Recommendation
The first thing you must realize is that you cannot respond to anything anyone is saying to you from a place of knee-jerk reaction. The easiest way to deal with people who are upset with you right now is simply to say to them: I’m sorry to hear that you are upset, and I thank you for your feedback. I am not in a space to respond right now, but I will consider what you’ve said and get back to you later today. Then, find yourself a safe and quiet space where you can do some gentle and loving introspection.
As with all Life Mastery processes, begin by getting yourself into a relaxing position and take some slow deep breaths to help raise your awareness. Notice what is going on around you and within you and allow yourself to observe everything without judgment or interpretation.
As your level of relaxation and awareness increase, do a time scan over the recent past to observe the choices you have made. Pay close attention to the energy you had when you made those choices. Were you under some kind of pressure that led you to choose without putting your full attention and intention into those choices? Or were you simply operating on “auto-pilot”? Whatever the case, simply observe without judgment or interpretation.
As you become aware of all of the choices you made without due consideration of possible consequences, forgive yourself for slipping into unconsciousness, and make a personal commitment to bring consciousness and intention into all of your choices going forward.
After you have completed this introspection, you can take a few more deep breaths, and honor yourself for doing the work necessary to take responsible stock of all of the choices you have made.
When you are ready, return to the people who have confronted you and take full ownership of the choices you made and why you made them. If necessary, apologize for any unintended consequences you may have created, and commit to those people your intention to choose more consciously in the future.
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…


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).
