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…


Garden of Mercy
Compassion
Overview
It is pretty obvious that there is a lot of suffering in the world around us. And only the coldest of people would fail to feel empathy for this suffering, or to desire to find a way—no matter how small—to relieve it, or better yet, to eradicate it altogether. This internal drive to soothe or eliminate obvious suffering is what most of us recognize as Compassion, the key skill taught in Garden of Mercy. Compassion is a powerful force that, according to the Dalai Lama, is actually a primary pathway to happiness.
Ironically, while most of us have no difficulty experiencing or expressing compassion for others, all too often we have difficulty cultivating any level of compassion for ourselves and our own suffering. This is the main focus of the teaching of Garden of Mercy.
Situation
You have been struggling with something in your life lately, and it’s making you a little crazy! Normally, when you see someone else struggling, you don’t seem to have any problem feeling compassion for him or her. But when you find yourself struggling, it’s a different story, isn’t it? You aren’t very kind to yourself, are you? In fact, you tend to berate yourself—beat yourself up, so to speak—in a manner which generates more internal pain and makes your suffering that much more intense. And that is the real challenge you are facing at present.
Recommendation
First and foremost, it’s important to be gentle with yourself, no matter what is going on in your life. But right now in particular, reconnecting to your Compassion will help ease the pain and suffering of your current situation, and will help you to unblock yourself from the solutions that will facilitate your way through your struggle.
Begin by feeling some gratitude for the fact that you have become aware of this issue. Even though you may be feeling emotional pain about your situation, if you can allow a little bit of gratitude to come into your heart, you will immediately begin opening the door to your Compassion. So, say out loud “Thank you for bringing this issue to my attention. Now that I am more fully are, I choose to begin bringing healing energy to my circumstances.” Empowering intentional statements like these have an amazing ability to invoke the entire loving machinery of the universe, so take advantage of that and watch how quickly you find resolution.
Sit quietly now, and imagine that your Suffering Self is a little child sitting right before you. You know this child better than anyone, so you know exactly what the child is feeling and experiencing. Invite the energy of the Ideal Parent into your own awareness, and allow your inner knowing of what it means to be an Ideal Parent to bring unconditional love to the child. Speak to the child the way you would want to have been addressed when you were little. Say the things that you know this child really needs to hear. Let him/her know that you are here to be fully supportive—without judgment or condition or restriction. Just listen to what the child has to say, and ask questions to help you understand exactly what is up for the child. As the child continues speaking, open your heart and your arms to welcome the child into your lap. Whatever the child is feeling, simply allow those feelings to come out on their own, and welcome them with as much love as you can.
After a while, the child’s pain will subside, and you can then address the subject of the life challenge that brought up all the pain in the first place. Find out what you can do as the Ideal Parent to help the child resolve the issue. Trust that a solution will appear in your awareness. Discuss your ideas with the child, until you come to a mutual understanding for the best approach that you can take together.
Before you release the child, remind him/her that you are always here to provide support, and that anything that s/he is feeling is perfectly okay, even if it feels painful. Express love and gratitude for the willingness of the child to open up to you. Express love and gratitude that you have reconnected to your own Compassion for yourself, and that you have found a way to move forward with your challenge.
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…


Destiny Point
Purpose
Overview
Everyone has a reason for being here in the physical world. The problem is that many of us aren’t really aware of our true Purpose. Instead, we follow our inner desires and passions (which are often influenced by ego-minds that want us to show up so as to conform to the expectations of the world), and end up in places and situations that we didn’t really have in mind. This is because we were following a default purpose instead of a true spiritual purpose.
In Destiny Point, we dive deep into the concept of Purpose and discover ways to know with conviction why we are really here. Then we take our understanding and apply it to all of our choices, agreements, and commitments going forward.
Situation
Recently, you have been experiencing a kind of aimlessness or pointlessness in your life. You have been questioning yourself and wondering why you are doing a lot of the things you are doing. You are likely noticing thoughts like the following in your mind:
- What is the point of this job | relationship | life | etc.?
- Nothing about my life makes any sense right now.
- I can’t figure out which way I’m supposed to go!
Depending on the frequency and intensity of these thoughts and stories, you may be feeling some hopelessness or despair, or possibly even some mild depression. Your condition may well be related to a disconnection from your Purpose for being.
Recommendation
Having a powerful connection to your Purpose can do wonders for improving your outlook on life. Your Purpose serves as a type of internal navigation system that can guide you in every area of your life; as such, it gives you a way to focus your energy and ensure that everything you think, say, do or feel is aligned in the best direction for your life. Being disconnected from your Purpose is much like turning off your internal navigation system. You end up driving blind, so to speak, which makes it very hard to get where you want to go. In truth, your internal navigation system is never really off-line; you may just be in a situation where you are not paying attention to it.
Reconnecting to your Purpose can be pretty straight-forward.
- Bring awareness to your situation—awareness of what is going on around you and within you. Notice, in particular, all the ways that your behavior is out of alignment with your Purpose.
- Notice whether you have deviated from your Purpose because of any external factors. Are you allowing yourself to be lured away by other things that may seem more interesting? Are you perhaps being manipulated by an unconscious desire to do things that others want you to do, even though you know they aren’t necessarily right for you? Have you perhaps forgotten your Purpose altogether?
- Whatever you discover, be gentle with yourself, and honor yourself for having the courage to be honest with yourself.
- To reconnect to your Purpose, you can do this short visualization. In a seated position with your eyes closed, allow yourself to breathe slowly and gently. As you become more relaxed, see yourself sitting at the top of a hill that allows you to see in all directions. Imagine that the world below you is exactly like the world of your deepest heart’s desire. See the people below interacting with one another in a way that supports your vision of the ideal world. See that everyone’s needs are all met, and that your world is in total harmony. Now, ask yourself this question: What part to I play in creating this world of my dreams? How do I show up to make it a reality? Allow the answers to bubble up into your awareness, knowing that they are written indelibly in your memory. Allow yourself to come back to the present moment.
- Take some time to journal your experience. Write down the words that describe the world of your dreams. These will typically be inspirational adjectives, and you may have many of them. Then write down all the things you saw yourself doing (action words) to bring that world into reality.
The combination of vision and action that you harvest from your visualization is the core of your Purpose for being. Write it down, anchor it into your body, and bring it consciously into your daily life. Let it inform everything you think, say, do or feel from this moment onward.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
