COACHING PACKAGES
Invest in Your
Next Chapter.
Choose the level of support that fits your goals and where you are in your retirement transition.
Three Ways We Can Work Together
ESSENTIALS
Clarity & Direction
For those beginning their retirement journey.
- ✓ 3 one-on-one coaching sessions (60 minutes each)
- ✓ Five Ps™ assessment & reflection
- ✓ Personalized action plan
- ✓ Email support between sessions
TRANSFORMATION
Design & Alignment
For those ready to create a meaningful plan.
- ✓ 6 one-on-one coaching sessions (60 minutes each)
- ✓ Comprehensive Five Ps™ deep dive
- ✓ Personalized roadmap & resources
- ✓ Email support between sessions
- ✓ Two 30-minute accountability check-ins
LEGACY
Purpose & Impact
For those ready to make a lasting impact.
- ✓ 9 one-on-one coaching sessions (60 minutes each)
- ✓ Advanced Five Ps™ integration
- ✓ Legacy planning & impact strategy
- ✓ Personalized roadmap & resources
- ✓ Email support between sessions
- ✓ Two 30-minute accountability check-ins
A THOUGHTFUL INVESTMENT
You Are Not Buying More Information. You Are Creating Clarity and Momentum.
A satisfying retirement requires more than a financial plan. Coaching gives you dedicated time, a proven framework, honest reflection, and practical accountability for designing the life you want to live.
Confidential
A private, respectful setting for honest conversations about identity, relationships, uncertainty, and possibility.
Personalized
Your engagement is shaped around your values, circumstances, aspirations, and stage of transition.
Practical
Insights are translated into decisions, experiments, routines, and a personalized roadmap.
Experienced Guidance
Work with a PCC coach who has more than 30 years of experience coaching and developing leaders globally.
Whole-Life Focus
Explore purpose, relationships, projects, pace, and passion—not only schedules or financial readiness.
Accountability
Maintain momentum between sessions with reflection, action steps, resources, and continued support.
WHAT HAPPENS AFTER YOU BEGIN
A Clear, Supportive Coaching Experience
You will know what comes next, what we are working toward, and how each conversation supports your larger transition.
1. Begin with Your Story
We discuss where you are, what has changed, and what you most want to clarify.
2. Set Priorities
We identify the decisions, questions, and opportunities that deserve attention first.
3. Explore the Five Ps™
Purpose, People, Projects, Pace, and Passion give structure to the whole transition.
4. Create Possibilities
We generate options instead of forcing an immediate answer or one-size-fits-all plan.
5. Turn Insight into Action
Each session leads toward useful reflection, experiments, conversations, or decisions.
6. Build Your Roadmap
You leave with clearer priorities and a flexible plan that can evolve as life changes.
CHOOSING THE RIGHT LEVEL OF SUPPORT
Which Package Fits Your Situation?
Choose Essentials When…
You have a focused question, are beginning the transition, or want clarity and a practical action plan without a longer engagement.
Choose Transformation When…
You want to explore several parts of retirement, work through the full Five Ps™, test ideas, and build a more complete roadmap.
Choose Legacy When…
You want a deeper engagement centered on contribution, impact, mentoring, service, leadership, or the legacy you hope to create.
THE FIVE Ps™
A Framework for the Whole of Retirement
Your coaching examines not only what you will do, but who you are becoming and how you want your next chapter to feel.
Purpose
What gives your life meaning now?
People
Which relationships and communities matter most?
Projects
What will engage your skills, curiosity, and contribution?
Pace
What rhythm supports freedom, health, activity, and rest?
Passion
What brings joy, energy, curiosity, and renewed enthusiasm?
WHY WORK WITH ARTHUR
More Than 30 Years Coaching and Developing Leaders Around the World
Arthur Schwartz, PCC, has spent more than 30 years coaching, training, and developing leaders, professionals, and teams around the world.
Throughout his career, he has helped people navigate change, strengthen relationships, improve communication, and make thoughtful decisions during important transitions.
Today, Arthur applies that experience—and his own lived perspective on retirement—to help clients move beyond simply leaving work and intentionally create a fulfilling next chapter.
His coaching is thoughtful, practical, encouraging, and collaborative. He will not hand you a predetermined formula. He will help you ask better questions, evaluate possibilities, and move toward choices that reflect who you are and what matters now.
Credentials: ICF Professional Certified Coach (PCC) · C-IQ Certified Coach, Level 3 Conversational Intelligence® · More than 30 years of coaching, leadership development, facilitation, and training experience
FREQUENTLY ASKED QUESTIONS
Questions Before You Invest
Do I need to know exactly what I want before beginning?
No. Many clients begin coaching because they do not yet have a clear picture of what comes next. Discovering that direction is part of the process.
Should I purchase a package before speaking with Arthur?
You may purchase directly, but a complimentary conversation can help determine which level of support best fits your goals and timing.
Are sessions conducted online?
Sessions can be conducted virtually from a private and convenient location. Any available in-person arrangements can be discussed during the introductory conversation.
Can my spouse or partner participate?
Individual packages are designed primarily for one client. When shared expectations or decisions are central, Couples Coaching may be the better fit.
What happens between sessions?
Depending on your package, you may complete a reflection exercise, test a routine, investigate an opportunity, have an important conversation, or take another practical step.
Is coaching therapy or financial planning?
No. Retirement coaching is not therapy, financial planning, investment management, tax advice, legal advice, medical care, or employment placement. It can complement qualified professional services by clarifying the life those plans are intended to support.
Is my information confidential?
Coaching conversations are treated as private and confidential within the boundaries described in the coaching agreement and applicable ethical or legal requirements.
What if I select the wrong package?
The complimentary conversation is designed to reduce that uncertainty. Arthur will help you consider your needs, timing, and desired level of support before you commit.
NOT SURE WHICH PACKAGE IS RIGHT?
Let’s Talk Before You Decide.
A complimentary conversation gives us a chance to discuss where you are, what you want from your next chapter, and which package—if any—would be the right fit. There is no pressure to purchase.
Your financial plan can help fund retirement.
Your personal plan will help you live it.