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


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
New circumstances are approaching which will require you to make some potentially life-changing decisions. Your past tendency to put decisions of this type off until they “resolve themselves” may have worked to some degree for you in the past, but that approach is not going to work for you this time. If you apply that strategy in this case, the unintended consequences could create a lot of chaos—not to mention unpleasantness, pain and/or suffering—in your life.
Recommendation
Even a decision to do nothing is a choice—and it may be exactly the right choice for you under certain circumstances. But be clear: doing nothing is simply one of your available options. As long as you have examined all the options and evaluated their possible outcomes, then you are making that choice consciously—which is really the most important thing for you.
In order to prepare for whatever might be coming your way, you would be well advised to practice making all your choices as consciously as possible. The more important the situation, the more important the choice process. For every situation that shows up in your life, practice the following:
- Examine and enumerate all the relevant options that are available. Write a list and make sure you haven’t missed anything.
- For each option you have noted, write down all the relevant pros and cons you can think of. Include as much detail as you can for each one.
- Run through the option list again, and this time, for each option, rate your level of enthusiasm on a scale from 1 to 10, where 1 is “not so crazy about it”, and 10 is “can’t wait to get started.”
- For each of the most highly rated options (i.e. the ones you rated at 6 or higher), make a list of all the possible consequences that might come to pass if you make that choice. Notice whether you would be willing to take responsibility for that consequence or not.
When you have completed this process, you will have a very good idea which option is likely to produce the most desirable outcome—and whose unintended consequences you’d be most willing to accept. In this way, you are much better equipped to make a conscious, well-informed choice for which you’d be willing to take full responsibility.
This may seem like a lot to do for every choice that comes your way, so use it only for choices that feel really important to you. Also, the more you practice this process, the more efficient you will become, and soon the process will become for you more like a powerful meditation than a chore.

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…


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).