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


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
You will soon be faced with challenging circumstances that will lead you to question the reason for your being. You will find yourself wondering things like:
- Why is this happening to me (again)?
- How can life be so cruel?
- What possible meaning can there be in this?
These thoughts will compound the situation by making it difficult for you to deal with it in anything but a reactive approach. You will find yourself making choices automatically and unconsciously, without considering possible consequences, and this will make the situation even more chaotic.
Recommendation
Recognize and understand that the reaction described above is one that emanates from fear. All of the thoughts listed (and any other similar thoughts you might have) signal your retreat into self-protection mode, which means that you perceive some kind of risk or danger or threat. Indeed, there may be a real danger in the situation that arrives, so the first thing you must do is make sure you are actually safe. And if it turns out there is no real danger, then recognize that your reaction is triggered by an ego-mind that sees something in the situation that corresponds to a difficult or painful situation that happened in your past.
In either case, after the danger—real or imagined—has passed, and you are have regained your composure, proceed to reconnect to the truth of who you really are and why you are here. Remind yourself of your significance in the world by reciting these two affirmations repeatedly until they resonate within your heart and soul:
- I am a magnificent, divine, unlimited spiritual being of light and love.
- I am blessed with a powerful and sacred purpose, and I am fully aligned with that purpose in every moment.
When you feel the energy of these affirmations taking root within you, reconnect to the specifics of your Purpose, and remember your objective to align all of your thoughts, words, actions and emotions with that sacred purpose.
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…


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
There is something on your horizon that you really want. It could be something that you want to obtain, or something that you want to achieve. You feel a powerful kind of hunger within you to be in a space where you actually have this, whatever it is. The problem is, you also notice that there is a part of you that is holding you back in some way. The reluctance may be manifesting as a cold, tight feeling in your gut, or it may be showing up as a voice in your head that is making your desire look very dangerous—or it may be a combination of these things.
You have an unconscious belief that to achieve or obtain the thing you want will somehow end up causing you pain, so a Shadow within you is activated by that belief and is trying to hold you back from getting hurt.
Recommendation
Congratulations! You have become aware of one of your Shadows. It is probably not immediately obvious what this part of you is attempting to create with its actions; however, most of the time, when you get down to the deepest truth of the Shadow, it almost always seeks to create one of the four core states:
- Being — characterized by words like presence, fullness, wholeness, and sovereignty.
- Serenity — characterized by words like inner peace, calmness, contentedness, and safety.
- Love — characterized by words like freedom, acceptance, honesty, and unconditional love.
- Oneness — characterized by words like inclusion, belonging, family, and relationship.
If you want to find out what your Shadow is trying to accomplish, perform the steps of a simple “shadow interview”:
- Bring your full attention to the part of you that is holding you back from getting what you want. Imagine this part as another person sitting across from you. Let this part know that you simply want to get to know him/her better and understand his/her perspective.
- Find out what this part likes to be called, so you can address him/her properly. Sometimes the response to this question will be a name (could be your nick-name as a child), or it could be a role, such as “protector” or “guard dog” or some other role. Whatever name is offered, make sure to use that name for all subsequent questions.
- Ask the part how long s/he has been around. Thank you for being here, <part’s name>. Can you tell me how long you have been present in <your own name>’s life? (Remember, you are trying to get information from the other part here, so during the interview you want to refer to yourself in the 3rd person.)
- Ask open-ended questions to get as much detail as you can from <part’s name> that help you to understand his/her motivation.
- As you uncover more and more information, you will probably learn that this part experienced some kind of pain in your early life when trying to go after what s/he wanted. As a result of this experience, s/he may have adopted a coping strategy that kept him/her safe as a child. However, this strategy is no longer working, so you as the adult now have the opportunity to provide support to the immature part of yourself that is still using this now-dysfunctional approach.
- Make sure to express deep gratitude to <part’s name> for trying to keep YOU safe, and for working so hard to bring Being, Serenity, Love, or Oneness into your life.
- Point out that, as an adult, you now have powers and capabilities that you didn’t have as a child, and that you know that the current situation is something that you can handle. Let <part’s name> know that you are choosing to go ahead and go after what you want, and that you are prepared to deal with any risks that might show up.
- Let <part’s name> know that you really appreciate the fact that s/he is looking out for your, and welcome any additional warnings that might come your way so that you can keep the dialog open.
This process is a very powerful way to bring awareness to one of your Shadow behaviors, and to convert that Shadow from a covert saboteur into an agent that can actually help you in your future endeavors.
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).
