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…


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).