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Purpose Driven Retirement Coaching Guide™

The Four Pillar Framework

 support clients as they transition to a more purpose-filled retirement.
Rediscover Your Uniqueness

Pillar #1 asks clients the question,

Who Am I?”

Reorient & Repurpose

Pillar #2 asks clients the question,

Where am i going?”

Social Connections

Pillar #1 asks clients the question,

“How will i get there?”

Leave a legacy

Pillar #1 asks clients the question,

Why is this important?”

The Why

Retirement is no longer a mere destination; it’s a journey filled with uncertainties, hopes, and dreams. Your sincere commitment to guiding clients towards a purposeful retirement is a testament to your dedication to their overall well-being.

The four pillars explore various aspects of retirement that can help you, as an advisor, to better serve your clients in topics that most of your competitors aren’t addressing.

Let’s take a look through The Four Pillars Framework of Refocus Coaching!

Pillar 1

The first step in helping your clients live a purpose-filled retirement is determining who they truly are, pinpointing values, gifts, passions, and skills! After all, values drive direction, and our goal is to help them unearth their unique design.

Pillar 2

This pillar addresses a fundamental question: “Where Am I Going?” It’s all about helping your clients chart their course towards a purposeful and fulfilling future by creating a vision.

Pillar 3

In shaping a meaningful second half of life, fostering relationships is crucial. Cultivating a strong social network is key to ensuring a fulfilling retirement journey, and this was brought to the surface in the 2020 pandemic.

Pillar 4

This pillar addresses the importance of all the pillars we cover, and emphasizes the significance of living a purpose-filled life without regrets. Instead of drifting or coasting through the second half of life, we encourage our clients to start with the end in mind and envision the legacy they want to leave behind.

Frequently Asked Questions

How will this course help me grow my advisory firm?

In the financial industry, expertise in non-financial retirement planning is becoming more and more important. Your clients are asking for it. By incorporating The Refocus Coaching Academy content into your firm’s offerings, you will gain a new competitive edge, new revenue source, added referrals, and so much more!

How long will I have access to the course?

After purchasing the course, you will have lifetime access. There is no need to renew at any point.

Will I receive anything in the mail?

The Purpose Driven Retirement Coaching Guide™ is 100% digital, so you will receive everything online. Your instant access to all the material begins with your Teachable purchase and account set up.

If you’d like to explore our add-on products like The Signature Refocus Coaching Workbook or Value Card Decks, click here.

Who is this course designed for?

This course is designed for both aspiring and experienced financial advisors who seek to enhance their non-financial expertise in retirement planning and provide exceptional service to their clients.

How long will it take me to complete the course?

Completing the entire course, from start to finish, typically takes between 1.5 to 2.5 hours, depending on the person. The course consists of approximately one hour of video lecture and an additional hour dedicated to interactive exercises for you to complete at your own pace.

What topics are covered in the course?

There are four key topics (we like to call them pillars) in our gateway course: Rediscover Your Uniqueness, Reorient & Repurpose, Social Connections, and Leave a Legacy. These pillars explore various aspects of retirement that you will share with your clients, offering practical exercises and worksheets for personalized planning. The guide includes the Retirement Summary Plan, combining all pillars into a step-by-step strategy.

You’ll also receive a full 20+ page workbook, including materials like the Refocus Transition Wheel, Retirement Summary Plan, as well as a comprehensive slide deck, and other necessary client-facing tools to enhance discussions.


The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

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