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…


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).
Phase 3: Passive Income All Day Long
Multiple Passive Income Streams and Money Freedom…


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).