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WHO I WORK WITH

When Do I Need A MAP

Mind mapping is ideal for anyone in a growth phase—whether you're aiming to improve your quality of life, relationships, or business. Your MAP (Master Action Plan) is fully customized to support your specific goals, and executing the action items to get there. The mapping process takes a 3rd party perspective on your life, step outside of the aquarium and create a customized MAP for your life today!

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Here’s a closer look at the types of clients I work with—and how MAPs help bring direction to each journey.

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(Explore the interactive dashboards below to get a feel for each plan and the broad scope of branches we will cover)

Individuals and families

Individuals & Families

I work with individuals and families to create personalized plans that bring more structure, alignment, and peace of mind. Whether you're planning together or separately, the MAP process supports stronger relationships, better communication, and a more intentional lifestyle.

“Having a visual plan helped us communicate more clearly as a couple. It brought structure to our week and peace to our home.”

— Parents managing aging parents & kids, Maui

Business
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Business Owners

I help business owners align their operations, vision, and personal priorities. Using a data-driven approach, we streamline decision-making and create long-term strategies for growth. 

“I didn’t need more productivity tips — I needed a real system. My MAP gave me that, and now I use it weekly to track progress and reset.”

— Co-Owner of a Retail Business, Los Angeles

Execs and employees
Investment Funds
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Executives & Employees

I help professionals at all levels grow their careers, set strategic goals, and stay grounded through change. Whether you're stepping into leadership or managing work-life balance, your MAP brings focus, accountability, and long-term vision.

“Joey helped us identify what was slowing down our team and realign our roles around growth. We’ve already seen a difference in clarity and morale.”

— VP of Operations, Tech Company, Scottsdale

Nonprofits
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Branches

Investment Funds

I support investment funds with strategic plans for operating teams and portfolio companies. Each fund receives a phased MAP covering capital deployment, entity structure, compensation, and compliance—ensuring stakeholder alignment and a clear growth roadmap.

“He mapped out our internal processes and investor timeline in a way that helped us go from reactive to strategic. Everyone’s on the same page now.”

— Managing Partner, Real Estate Fund, Las Vegas

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Nonprofits

My services for nonprofits include creating personal plans for board members and an evolving plan for the organization that supports long-term impact. This process helps boards align around their vision, clarify responsibilities, and take action with intention.

“Our executive team finally has alignment — and a system we can all see and use.”

— COO, Nonprofit Organization, Los Angeles

Branches: A Closer Look At Your MAP


Once we’ve identified the priority branches of your MAP, we’ll explore them from all angles—breaking it down into clear goals, strategies, and action steps. 





Some examples of customized branches include:
 

1

Personal - Fitness
 

A busy executive struggling to maintain a fitness routine builds a branch focused on wellness. Their MAP includes habit tracking, optimized workouts, and routines that support energy and health—without compromising professional demands.

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2

Business - Employee Compensation & Benefits

A growing tech company with 150 employees builds a branch to overhaul its compensation strategy. The MAP aligns leadership around scalable, performance-driven pay structures to support retention and long-term growth.

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3

Executives & Employees - Time Off

A corporate employee creates a branch to better manage their time off. The MAP helps them set boundaries, plan restorative travel, and fully disconnect—supporting long-term sustainability and well-being.

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You don’t have to figure it all out alone. Let’s map it out—together. Book your complimentary session today!

What Clients Say

“Joey helped me organize the chaos — both in my business and my life.”

— Financial Services Executive, Maui

Baldwin Integrated

808.298.3835
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