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Complimentary Session

Reserve your complimentary session where we’ll build the initial version of your personalized MAP (Master Action Plan). You’ll walk away with a structured roadmap to align your business, personal, and financial priorities—plus a hands-on experience of how the mapping process works before committing further. In your session, we’ll define the scope of your MAP, clarify your top priorities, and identify the level of support that fits your needs. Based on this, we’ll determine a custom pricing structure and session cadence. Clients who commit to prepaid packages or a monthly retainer receive discounted rates. I offer reduced pricing for individuals, businesses, and nonprofits navigating financial challenges. Let’s find a way that works for both of us.

In our complimentary session we’ll determine a custom pricing structure and session cadence.

“I went into the complimentary session unsure what to expect—and in just ONE session I left with more clarity than I’ve had in months. Joey helped me organize what felt overwhelming and surface next steps that were actually doable. It felt like someone finally understood the whole picture.”

— Business Owner, Maui

Choose a Plan That Fits You Best

Regular planning sessions give you the opportunity to step back, recalibrate, and approach life with clarity and intention.

Use data-driven insights to refine your roadmap, ensuring continued progress toward long-term success. Regularly update your MAP to compare projected vs. actual performance. Identify gaps, challenges, and new opportunities, recalibrating plans based on evolving priorities.

1:1 Mapping Sessions: Flat Fee Per Session

Best for individuals, families, or founders looking to destress and get organized
90-minute working session (via Zoom or in-person)
Live mind map tailored to your current goals, systems, or blockers
Summary PDF + editable MAP link

“Joey helped me sort out months of mental clutter in 90 minutes. I walked away with a plan I could actually follow.”
— Startup Founder, Scottsdale

Case Study

Ongoing Strategic Advisory: Retainer

Best for business owners, executives, or family's needing structure + execution
Recurring sessions (bi-weekly or monthly)
Email/text access between sessions
Collaboration with key team members or advisors
Think of this like having a strategist in your corner — not just for planning, but for doing

“What started as one map turned into an operating system for my life and business. Joey’s now on every major planning call we have.”
— Family Office Client, Las Vegas

Case Study

Special Projects & Deep Dives: Custom Pricing

Best for one-time transitions or major decisions (e.g. team restructure, succession, nonprofit launch)
Includes your custom planning map with multiple branches
2–4 sessions over 30–60 days
Clear action items, deadlines, and owner assignments

“The way Joey mapped our nonprofit relaunch changed everything — we had clear ownership, real momentum, and a shared vision in one place.”

— Nonprofit Board Chair, Maui

Case Study