For Financial Advisors
Your Clients Have a Financial Plan.
Help Them Build a Life Plan.
Retirement is more than a financial event. I help your clients prepare for the human side of retirement—purpose, identity, relationships, daily structure, and what comes next.
The Human Side of Retirement
A Strong Financial Plan Is Only Part of the Picture
Clients may be financially ready and still feel uncertain about identity, relationships, purpose, structure, and what comes next.
The Retirement Gap
Financially Ready.
Personally Unprepared.
Many clients spend years preparing for retirement financially, yet give far less attention to the human transition that follows.
They may have a sound income plan and still wonder who they are without work, how to structure their days, how retirement will affect their relationships, and what will give this next chapter meaning.
Questions a Financial Plan Cannot Answer
- Who am I without my title or role?
- What will give my days structure and meaning?
- How will retirement affect my relationships?
- What do I want to contribute, create, or explore?
- What kind of life do I want after work?
Who Benefits Most
Clients Who Are Ready Financially but Uncertain Personally
A referral may be especially useful when a client has prepared for retirement financially but has not yet designed the life that follows.
Executives & Business Owners
Stepping away from leadership, responsibility, and an identity built over decades.
Couples Entering Retirement
Aligning expectations for time, space, relationships, priorities, and shared purpose.
High Achievers Asking “What’s Next?”
Creating a next chapter that feels as engaging and meaningful as their career.
The Five Ps™ Framework
A Practical Framework for Life After Work
The Five Ps™ help clients create a retirement that is meaningful, connected, active, and sustainable.
Purpose
Meaning, direction, and contribution.
People
Relationships, belonging, and community.
Passion
Joy, curiosity, energy, and interests.
Projects
Learning, creating, building, and serving.
Pace
A healthy rhythm for energy and well-being.
Clear Roles. Coordinated Support.
We Stay in Our Lanes
A clear division of roles protects the advisor relationship and gives clients coordinated support.
Financial Advisor
- Retirement income planning
- Investments and asset allocation
- Tax strategy coordination
- Estate planning coordination
- Insurance and risk management
Accelerant Coach
- Purpose and identity
- Relationships and connection
- Daily structure and pace
- Meaningful activities and projects
- Life after work
Simple and Professional
A Thoughtful Referral Process
Start With a Conversation
We discuss your client population, your concerns, and where coaching may add value.
Make a Thoughtful Introduction
You introduce coaching as a complement to the financial plan—not a replacement for your work.
Maintain Clear Boundaries
The client’s privacy is respected, and any coordination occurs only with appropriate permission.
A Trusted Complement to Your Work
Why Advisors Refer to Arthur
Experienced
More than 35 years helping professionals, leaders, and organizations navigate change.
Credentialed
ICF Professional Certified Coach with clear ethical boundaries and a thoughtful process.
Relationship-Centered
The coaching is designed to strengthen—not disrupt—the trusted advisor-client relationship.
A strong retirement plan should prepare clients not only for income—but for life.
— Arthur Schwartz
Let’s Start a Professional Conversation
Let’s Talk About How We Can Support Your Clients
A brief conversation can help determine whether retirement transition coaching is a good fit for your practice and your clients.