THE FIVE Ps™ CONVERSATION STARTER

Your Next Chapter Starts with a Conversation

Take five quiet minutes to reflect on where you are today and what you want from the chapter ahead.

Your responses will help Arthur make your Discovery Conversation more personal, focused, and useful.

Private and pressure-free. There are no right answers - only your answers.

A WHOLE-LIFE VIEW

Five dimensions. One next chapter.

This short reflection looks beyond finances to the parts of retirement that shape everyday life.

Purpose

What gives life meaning now?

People

Who matters in this chapter?

Passion

What brings energy and enjoyment?

Projects

What do you want to pursue or create?

Pace

How do you want your days to feel?

YOUR REFLECTION

Where are you now - and what do you want next?

Answer in your own words. Most people finish in about five minutes.

Your information is used only to prepare for your conversation with Arthur and will not be sold or shared.

Retire From Work, Not From Life

Your Next Chapter - Five Ps™ Conversation Starter

Five Ps™ Client Information Sheet

Take five quiet minutes to reflect on where you are today and what you want from the chapter ahead. There are no right answers - just your answers. Your responses will help Arthur make your Discovery Session more personal and useful.

About You

Tell us how Arthur can reach you and where you are in your work-to-retirement transition.
Name
Current work / retirement status

Where Are You Today?

Thinking about the life you have today - and the life you want next - choose one number from 1 (needs attention) to 10 (deeply satisfying) for each area.
Purpose - meaning, direction, and contribution
People - relationships, connection, and community
Passion - interests, enjoyment, curiosity, and energy
Projects - goals, challenges, and things worth doing
Pace - the rhythm, balance, and freedom you want
What Matters Most Right Now?
Choose the one or two areas you would most like to strengthen.

Imagine a Really Good Year

Imagine we are talking one year from now and things have genuinely improved.

Bring It to Life

Think about a recent time when one of the areas you selected was not where you wanted it to be.
Briefly describe the situation. What made the moment stand out?
What did you think, feel, do - or avoid doing - as a result?
Consider the effect on your happiness, relationships, confidence, health, or direction.
What would become possible? How would this next chapter feel different?
How Ready Do You Feel?
Share anything that would help Arthur prepare for a thoughtful, useful conversation with you.

Clarity often begins with one honest conversation.

Once you submit the form, Arthur will review your responses and follow up personally.