1. Lifestyle - Quality of Life
1.1. Hobbies & Interests
1.1.1. Your Hobbies & Interests section keeps track of the activities that bring you joy, creativity, and relaxation. By prioritizing time for personal passions, you maintain a well-rounded lifestyle that supports both personal fulfillment and mental well-being.
1.2. Philanthropy
1.2.1. Your Philanthropy section helps you plan and track charitable giving, volunteer efforts, and impact-driven initiatives. By aligning your contributions with your values, you create meaningful change while maintaining a structured approach to giving.
1.3. Technology & Software Tools
1.3.1. Your Technology & Software Tools section tracks the apps, platforms, and systems that enhance productivity, security, and efficiency. By optimizing your tech stack, you streamline workflows and ensure seamless integration across personal and professional tasks.
1.4. Emergency Preparedness
1.4.1. Your Disaster Plan section prepares you for emergencies by organizing contingency strategies, critical contacts, and essential resources. By having a structured plan in place, you mitigate risks and ensure quick, effective responses in times of crisis.
1.5. Travel Asset Maagement (Auto, Boat, Aircraft)
1.5.1. Your Travel Assets section tracks the management, maintenance, and financial planning for vehicles such as boats, cars, and aircraft. By organizing expenses, schedules, and upkeep, you ensure these assets remain in peak condition while optimizing their long-term value and usability.
1.6. Skills & Knowledge
1.6.1. Your Skills & Knowledge section focuses on continuous learning and personal development, helping you expand expertise in key areas of life and work. By tracking new skills, certifications, and educational goals, you stay adaptable, competitive, and always growing toward your full potential.
1.7. Home Management
1.8. Creativity, Art, & Music Exploration
1.9. Other
1.9.1. Mail and Package Management
1.9.2. Data & File Management (Cloud Storage etc)
1.9.3. Physical Document & File Storage
1.9.4. Treasured Photos (Family, Friends, Experiences)
1.9.5. Style, Beauty, & Cosmetic Services
1.9.6. Clubs & Memberships
1.9.7. Language Learning
1.9.8. Home Security
1.9.9. Personal Data Security & Cyber Security
1.9.10. Home Organization/Storage
1.9.11. Elder Care
1.9.12. Content Consumption
1.9.12.1. Your Content Consumption section organizes the books, articles, podcasts, and media that contribute to your learning and entertainment. By curating valuable content and tracking insights, you stay informed, inspired, and intentional about what you consume.
2. Relationship Management
2.1. Parents
2.1.1. Am I spending enough time with this person
2.1.2. Presents & gifts
2.2. Children
2.2.1. Goals
2.2.2. Action Items
2.2.2.1. Call more often
2.2.3. Presents & gifts
2.2.4. Your Children section focuses on their growth, education, and well-being, helping you plan for their future while staying present in their daily lives. By tracking milestones, educational goals, and family values, you create a supportive foundation for their development and long-term success.
2.3. Siblings
2.3.1. Goals
2.3.2. Action Items
2.3.3. Presents & gifts
2.3.4. Your Siblings section helps nurture lifelong bonds through intentional communication, shared experiences, and mutual support. By prioritizing meaningful connections and collaboration, you strengthen family ties and create a lasting foundation for trust and support.
2.4. Significant Other
2.4.1. Presents & gifts
2.4.2. Intimate time, dates, and alone time
2.4.3. Goals
2.4.4. Action Items
2.4.5. Your Significant Other section focuses on nurturing a strong, fulfilling relationship through intentional communication, shared goals, and quality time. By prioritizing connection and growth, you build a lasting and supportive partnership.
2.5. Social Relationships
2.5.1. Your Social Relationships section helps you maintain and strengthen friendships, professional connections, and community ties. By tracking meaningful interactions and prioritizing key relationships, you build a supportive and fulfilling social network.
2.6. Core Personal Advisory Team & Mentors
2.6.1. Your Core Personal Advisory Team section ensures you have a trusted group of mentors, advisors, and experts guiding key life and business decisions. By tracking their insights, tasks, and accountability, you maximize their impact on your personal and professional success.
2.7. Extended Family Relationships
2.7.1. Your Extended Family Relationships section helps you nurture meaningful connections across generations through intentional communication, traditions, and shared experiences. By prioritizing regular check-ins and family gatherings, you strengthen bonds, create lasting memories, and maintain a supportive network over time.
2.8. 3rd Party Advisory & Service Team
2.8.1. Your Third-Party Advisory & Service Team ensures you have the right experts—financial advisors, legal professionals, healthcare providers, and other specialists—supporting your key decisions while remaining accountable to their responsibilities. By tracking tasks, deliverables, and compensation structures, you maintain oversight, ensure alignment with your goals, and optimize the value of their contributions.
2.9. Pet Care
3. Sample Branch Breakdown
3.1. Active Monitor - exported each session to the client
3.1.1. 📝 Parking Lot
3.1.1.1. For important ideas, or topics that require additional time, thought, energy
3.1.2. 📈 Phased Long-Term Plan
3.1.3. 🎯 Short-Term Goals
3.1.3.1. Rolling 12 month plan, rolling 30 day plan
3.1.4. ✅ Action Items
3.1.4.1. * 🧱Dependencies & Inputs
3.1.4.1.1. * What needs to happen elsewhere first before this can move forward?
3.1.5. 📌 Description/Overview
3.1.5.1. * 🔮 Vision Statement
3.1.5.1.1. * A bold, succinct sentence that defines what “success” looks like when this area is fully activated.
3.1.6. 📊 Key Metrics & Indicators
3.1.6.1. These are measurable ways to track success or momentum.
3.2. Deep Planning - referenced during mapping sessions
3.2.1. 📅 Cadence & Review Schedule
3.2.1.1. How often should this branch be reviewed, updated, or re-evaluated? Monthly? Quarterly?
3.2.2. 🔄 Recurring Diagnostic Questions
3.2.3. ⚡ Habits & Routines
3.2.4. 👥 Third-Party Professionals Involved
3.2.5. 🚧 Potential Barriers/Challenges
3.2.5.1. 🧨 Failure Patterns / Warning Signs
3.2.5.1.1. * What has historically derailed this area? What are early signs of things going off-track?
3.2.6. 🔗 Integrations
3.2.7. 💡 Reflection & Insight
3.2.7.1. 🧠 Mindset Check
3.2.7.1.1. * What beliefs, fears, or assumptions are influencing this area? Can be big for personal development or leadership branches.
3.2.7.2. Boundaries
3.2.7.2.1. Action items gemerated once you have reflected on the boundaries you need
3.2.7.2.2. Reflect
3.2.7.2.3. Aknowledge Challenges
3.2.7.3. 🙏 Gratitude
4. Time Optimization
4.1. Trips & Travel
4.1.1. Your Trips & Travel section organizes upcoming adventures, dream destinations, and logistics to ensure smooth and memorable experiences. By planning ahead and tracking itineraries, budgets, and experiences, you make the most of your travel opportunities.
4.2. 12 Month Plan
4.2.1. Rolling Plan
4.2.1.1. Goals
4.2.1.2. Action Items
4.2.2. Historical Rewind
4.2.3. Your Rolling 12-Month Plan provides a dynamic, forward-looking roadmap that keeps your priorities, goals, and key projects aligned over the next year. By continuously updating and adjusting your focus each month, you stay adaptable, proactive, and consistently moving toward long-term success.
4.3. 30 Day Plan
4.3.1. Rolling Plan
4.3.1.1. Goals
4.3.1.2. Action Items
4.3.2. Historical Rewind
4.3.3. Your Rolling 30-Day Plan provides a focused, tactical approach to short-term goals and priorities. By reviewing and adjusting tasks every month, you stay proactive, adaptable, and on track with immediate objectives.
4.4. 1,3,5+ Year Plan
4.4.1. Long Term Phased Life Plan
4.4.1.1. Your Long-Term Phased Life Plan is a structured roadmap that evolves with you, breaking down life into key phases with clear goals, actionable steps, and milestones. From building your foundation to creating a lasting legacy, this plan keeps you focused, adaptable, and intentional about every stage of life.
4.5. Retirement Plan
4.5.1. Your Retirement Plan ensures long-term financial security and lifestyle freedom by mapping out savings, investments, and income strategies for your future. By setting clear financial milestones and adapting your plan over time, you create a stress-free transition into a fulfilling and purpose-driven retirement.
5. Health Longevity
5.1. Physical Health
5.1.1. Sleep Plan
5.1.1.1. Your Sleep Planning section helps you optimize rest, recovery, and overall well-being by tracking sleep quality, habits, and routines. By prioritizing consistent, restorative sleep, you enhance focus, energy, and long-term health.
5.1.2. Medical plan
5.1.2.1. Your Medical Plan ensures proactive health management by tracking checkups, treatments, medications, and preventive care. By staying organized with appointments, records, and wellness goals, you maintain long-term health and peace of mind.
5.1.3. Diet
5.1.3.1. Your Diet section helps you track nutrition, meal planning, and dietary habits to support optimal health and energy levels. By maintaining a balanced approach to food choices and aligning them with your wellness goals, you create sustainable, long-term eating habits.
5.1.4. Phyiscal Fitness
5.1.4.1. Your Physical Fitness plan helps you build strength, endurance, and overall well-being through structured routines, nutrition, and recovery strategies. By setting clear goals and tracking progress, you create sustainable habits that support long-term health, energy, and performance in all areas of life.
5.1.4.2. 12-month fitness plan
5.1.4.2.1. Action Items
5.1.4.2.2. Goals
5.2. Mental Health & Wellness
5.2.1. Your Mental Health section focuses on maintaining emotional well-being, resilience, and balance through mindfulness, self-care, and stress management strategies. By tracking habits, reflecting on challenges, and prioritizing mental clarity, you create a sustainable foundation for overall happiness and personal fulfillment.
6. Financial Resources
6.1. Cash Flow
6.1.1. Your Budget & Cash Flow section tracks income, expenses, and financial commitments to ensure stability and control over your finances. By monitoring spending patterns, optimizing cash flow, and aligning resources with your goals, you create a sustainable and stress-free financial strategy.
6.2. Asset Map & Net Worth
6.2.1. Your Net Worth, Investment & Asset Map provides a clear snapshot of your financial health, tracking assets, liabilities, and investment growth over time. By organizing your wealth-building strategy and monitoring key financial metrics, you ensure informed decision-making and long-term financial security.
6.3. Financial Plan
6.4. Tax Plan
6.5. Estate Plan & Asset Protection
6.5.1. Your Estate Plan & Asset Protection section ensures your assets, wealth, and legacy are secured for future generations. By managing wills, trusts, and legal structures, you provide financial security and a smooth transition for your beneficiaries.
6.6. Credit Card Optimization
6.7. Insurances (Life, Property & Casualty)
6.7.1. Your Insurances section organizes and tracks all coverage—health, life, disability, property, and liability—to ensure comprehensive protection. By managing policies, renewals, and coverage details, you mitigate risks, safeguard assets, and maintain financial security for the future.