Retirement Coaching Packages
Choose the Support That Fits Your Next Chapter.
Three levels of personalized coaching—plus a focused one-time Discovery Session—to help you create clarity, direction and momentum in retirement.
Start With the Level of Support
You Are Not Choosing a Predetermined Formula.
Each engagement is shaped around your circumstances, priorities and stage of transition. The difference is the number of sessions, depth of exploration and level of accountability available to you.
If you are uncertain, begin with a complimentary conversation. Arthur will help you consider the best fit without pressure to purchase.
A Quick Way to Think About It
Essentials: clarify one stage or set of priorities.
Transformation: design a more complete retirement roadmap.
Legacy: integrate your next chapter around purpose and impact.
Discovery: address one defined issue before deciding on ongoing coaching.
Not sure which option is right for you?
Begin with a complimentary conversation.
A brief, no-pressure conversation to discuss where you are, what you’re looking for, and whether coaching might be a good fit.
Schedule a Complimentary Conversation
Together, we’ll determine the most appropriate next step—with no pressure to purchase.
Three Ways to Work Together
Personalized Support at the Depth You Need.
Each secure Stripe Buy Button below is the existing live checkout associated with that package.
Essentials
Clarity & Direction
For those beginning their retirement journey or seeking focused support around immediate priorities.
- 3 private coaching sessions—60 minutes each
- Five Ps™ assessment and reflection
- Personalized action plan
- Email support between sessions
Transformation
Design & Alignment
For those ready to explore the Five Ps™ more deeply and design a meaningful retirement roadmap.
- 6 private coaching sessions—60 minutes each
- Comprehensive Five Ps™ deep dive
- Personalized roadmap and resources
- Email support between sessions
- Two 30-minute accountability check-ins
Legacy
Purpose & Impact
For those ready to integrate purpose, contribution and lasting impact into a fully developed next chapter.
- 9 private coaching sessions—60 minutes each
- Advanced Five Ps™ integration
- Legacy planning and impact strategy
- Personalized roadmap and resources
- Email support between sessions
- Two 30-minute accountability check-ins
Compare at a Glance
Choose by the Depth of the Work.
| Option | Sessions | Best Fit | Primary Emphasis |
|---|---|---|---|
| Essentials | 3 | Focused clarity | Assessment and action plan |
| Transformation | 6 | Whole-life design | Five Ps™ roadmap and accountability |
| Legacy | 9 | Deeper integration | Purpose, contribution and impact |
A Thoughtful Investment
You Are Creating Clarity and Momentum.
Coaching provides dedicated time, a practical framework, honest reflection and accountability for designing the life your financial plan is intended to support.
Confidential
A private, respectful setting for honest conversations about identity, relationships, uncertainty and possibility.
Personalized
The engagement is shaped around your values, circumstances, aspirations and stage of transition.
Practical
Insight is translated into decisions, experiments, conversations and manageable next steps.
Accountable
Between sessions, you continue moving forward with support that fits the package you select.
“Arthur is an excellent coach who empowers his clients with wisdom, humor and clarity. He continues to play a vital role in my transition to semi-retirement… If you’re looking for a guide for your next chapter, Arthur is the one.”
— Diane Murphy-Cox, Retiree in Transition
Frequently Asked Questions
Questions Before You Invest.
Do I need to know exactly what I want before beginning?
No. Many clients begin because they do not yet have a clear picture of what comes next. Discovering that direction is part of the process.
Should I purchase 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?
Yes. Sessions can be conducted virtually from a private and convenient location.
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.
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.
What if I select the wrong package?
The complimentary conversation is designed to reduce that uncertainty before you commit.
Not Sure Which Option Fits?
Let’s Talk Before You Decide.
A brief, no-pressure conversation to discuss where you are, what you hope to accomplish, and whether Arthur’s coaching—or a particular package—would be a good fit. This is not a coaching session and does not include an assessment, written recommendations, or an action plan.