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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.
“I went into the complimentary session unsure what to expect—and 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
1. Flat Fee
Build your MAP for a flat fee—ongoing pricing, depth, and number of sessions will be determined during the intake session.
Already have a MAP? I offer flat-rate options for full or partial updates.
2. Per Session Fee
Book 1–4 sessions per month, as needed.
Pay per session, with discounted pricing available for larger packages purchased in advance.
Includes periodic check-ins to keep initiatives moving forward.
3. Retainer
Unlimited sessions per month for those who want ongoing support.
This is the most cost-effective option per session and includes in-between check-ins via text, email, or phone.
I’ll help you maintain momentum and drive initiatives forward consistently.
In our complimentary session we’ll determine a custom pricing structure and session cadence.
Session Outline
A dynamic dialogue unfolds - Session format and flow focuses on thoughtful questions and prompting aimed at understanding your current state and future aspirations.
1
Reflect & Review
Review well-being, last session highlights, and today’s goals.
2
Refine Branches
Focus on initiatives we’ve previously identified.
3
Determine Accountability
Each session ends with clear next steps to drive real momentum.
“In just one session, we went from feeling scattered and reactive to seeing how our family systems could actually work together. Joey helped us name what was unspoken, prioritize what matters, and walk away with a shared plan. It felt like a relief—and a reset.”
— Family Client, Los Angeles
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.