Personal Retirement Transition Coaching
You Prepared for Retirement.
Now Design the Life You’ll Live.
Personalized coaching for successful professionals and retirees who want greater clarity, purpose, connection and momentum in life after full-time work.
The Retirement Gap
A Financial Plan Funds Retirement. A Life Plan Helps You Live It.
Work provided far more than income. It gave your days structure, your identity definition, your relationships a built-in network and your talents a place to contribute. When work changes or ends, those benefits do not automatically replace themselves.
Retirement transition coaching helps you move beyond what you are retiring from and intentionally design what you are retiring toward.
Questions Beneath the Numbers
Who am I when work is no longer my primary identity?
What will give my days purpose and structure?
Which relationships and communities matter most now?
What do I want this next chapter to contribute?
Who This Is For
You Don’t Have to Wait Until You Feel Stuck.
Coaching can be useful before retirement, during the transition or years afterward when the life you built no longer feels like the life you want.
Before Retirement
Preparing to Retire
You know when work may end, but you want a clearer picture of what will replace its identity, rhythm and rewards.
During the Transition
Newly Retired
The initial freedom is real, yet you are also adjusting to open time, changed relationships and unfamiliar questions.
After Retirement
Ready for a Reset
You have been retired for a while, but feel restless, under-engaged or ready to create a more meaningful chapter.
The Five Ps™ Retirement Framework
A Whole-Life Structure for Designing What Comes Next.
The Five Ps™ give our conversations focus without forcing your retirement into a predetermined formula.
Five Ps™ — 1
Purpose
What gives your life meaning, direction and contribution now?
Five Ps™ — 2
People
Which relationships, communities and sources of belonging will you strengthen?
Five Ps™ — 3
Passion
What brings curiosity, energy, enjoyment and renewed enthusiasm?
Five Ps™ — 4
Projects
What will engage your abilities through learning, service, creativity or meaningful work?
Five Ps™ — 5
Pace
What sustainable rhythm balances freedom, structure, activity and rest?
What Coaching Can Help You Create
Clarity Becomes a Life You Can Begin Living.
Your goals will be personal, but the work typically creates movement in three practical areas.
Clarity
Understand what matters most now, name the tensions or possibilities you are facing and choose priorities with greater confidence.
A Personal Roadmap
Turn reflection into a flexible plan for your time, relationships, interests, contribution and everyday rhythm.
Momentum
Experiment, learn and take practical steps with support and accountability—without trying to redesign everything at once.
A Personal, Practical Process
Reflect. Design. Begin.
Coaching is conversational and tailored, with enough structure to turn insight into action.
1. Understand Where You Are
We explore your transition, what feels energizing or uncertain and where you most want change.
2. Design What Fits
We use the Five Ps™ to identify priorities, evaluate possibilities and build a realistic personal roadmap.
3. Put It Into Practice
You take manageable steps, learn from experience and refine the plan as your next chapter takes shape.
Flexible Levels of Support
Essentials, Transformation and Legacy
Choose three, six or nine coaching sessions based on the depth, timing and accountability that fit your transition.
What Retirement Coaching Is—and Isn’t.
Clear boundaries create a more useful coaching relationship.
Coaching Is
A Forward-Looking Partnership
- A confidential space for honest exploration
- Personalized to your values and circumstances
- Focused on clarity, choices and action
- Supported by reflection, tools and accountability
- Designed to complement your other professional advisors
Coaching Is Not
A Substitute for Specialized Advice
- Therapy, counseling or medical care
- Financial planning or investment management
- Legal, tax or employment-placement advice
- A one-size-fits-all retirement formula
- Someone else telling you how to live
Why Work With Arthur
Experience, Perspective and a Framework Built for This Transition.
Arthur Schwartz, PCC, brings more than 35 years of coaching, leadership development and change experience—including 18 years partnering independently with global technology companies such as Cisco.
He also brings lived experience. Arthur knows that retirement can be financially secure and still raise unexpected questions about identity, purpose, connection and pace. His style is thoughtful, candid, practical and encouraging.
ICF Professional Certified Coach (PCC)
C-IQ Certified Coach—Level 3 Conversational Intelligence®
“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 Begin.
When should I begin retirement coaching?
Many clients begin six to twelve months before retirement. Others begin during retirement when questions about identity, purpose, relationships or structure become more visible.
What if I do not know what I want next?
That is completely normal. Many successful people know what they are leaving but not yet what they are moving toward. Creating that clarity is part of the work.
Are sessions conducted virtually?
Yes. Most coaching is conducted by Zoom from a private and convenient location.
Can my spouse or partner participate?
Individual coaching is designed primarily for one client. When shared expectations or decisions are central, Couples Coaching may be the better fit.
Is retirement coaching financial planning?
No. Coaching focuses on the life side of retirement and can complement the work of qualified financial, legal, tax and healthcare professionals.
Ready When You Are
Let’s Talk About What Comes Next for You.
A complimentary 30-minute conversation gives us a chance to discuss where you are, what you want from retirement and whether coaching would be useful. No pressure. No obligation.