Elevate
Your Leadership!
Designed with newly promoted people managers in mind, grappling with the exhilaration of new roles and the anxiety of unfamiliar obstacles.
Gain clarity, strategy, and peace of mind for the next chapter of your life. Retirement financial and wellness coach Doug Coe helps pre-retirees and newly retired individuals 60+ turn wealth into dependable income, better health support, and a confident financial legacy.
Retire Confidently—Without the Fear of Running Out of Money!
Featured by ABC, CBC, NBC, Fox News, CNN-FN, CNBC’s Power Lunch, The Kansas City Star, The San Francisco Chronicle, and the Christian Science Monitor.
What You’ll Discover In Your Call
Your Free 35 Minute Retirement Clarity Call Is About You — Not a Sales Call
No products to buy, no sales loads, no commissions to pay.
In this one-on-one session, Doug helps you cut through confusion and focus on what matters most for your retirement life. You’ll leave with confidence, clarity, and a personalized next-step plan for a purposeful retirement whether you choose to work with Doug or not.
Three benefits:
Your True Retirement Income Picture
Understand how your savings, Social Security, and pension can work together to support you for life.
Gaps & Opportunities You Might Miss
Reduce tax inefficiencies, avoid healthcare surprises, and stretch every dollar further.
A Personalized Next Step Roadmap
Walk away with a custom summary that shows where you stand and what to do next.
As Seen On:
I Help My Clients…
Make financial choices with full confidence and clear understanding.
Create dependable income streams for lifelong stability.
Craft a retirement plan that protects against unexpected costs.
Enjoy peace of mind knowing savings will never run out.
I Help My Clients…
Make financial choices with full confidence and clear understanding.
Create dependable income streams for lifelong stability.
Craft a retirement plan that protects against unexpected costs.
Enjoy peace of mind knowing savings will never run out.
About the Author
Nikhil Tripathi
Nikhil Tripathi is a leadership coach, mentor, and speaker with 20+ years of experience coaching and leading teams across Asia to the Americas. He has been recognized with the CEO Award, Master Trainer Award, and Great Coach Award at one of the world’s leading Fortune 50 companies. His mission is to impact 10 million lives in the next 10 years, guided by his purpose to give, to grow, and to be grateful.
Ready for a confident, secure, and joyful retirement?
No pressure, no sales, no obligation — just personalized answers to your most important retirement questions.
The Level 10 Leader
Master the Art of Leadership
Great leaders aren’t born—they choose to be coached into greatness. Leadership is a journey filled with paradoxes, challenges, and decisions that shape your path.
The Level 10 Leader blends powerful storytelling, research-backed strategies, and a proven roadmapto help you
lead with clarity, confidence, and impact.
"Authentic. Insightful. Game-changing."
"A must-read for anyone stepping into leadership."
"The perfect balance of inspiration and execution."
About the Author
Nikhil Tripathi is a leadership coach, mentor, and speaker with 20+ years of experience coaching and leading teams across Asia to the Americas.
Recognized with the CEO Award, Master Trainer Award, and Great Coach Award, he has helped countless professionals elevate their leadership skills.
His mission? To impact 10 million lives in the next 10 years, guided by his purpose to give, grow, and be grateful.
The Program
The program offers a holistic transformation for leaders through three modules: Winning the Spirit, Winning the Heart, and Winning the Mind. Each module focuses on key behaviors that drive success and transformation. With 10 interconnected wins, a Level-10 transformation is guaranteed, one win at a time!
- Discover your unique "why" for becoming a Level-10 Leader, giving you a strong sense of purpose.
- Develop deep self-awareness using specialized tools to enhance leadership effectiveness.
- Gather feedback from stakeholders to drive transformation which leads to recognition.
"Kickstart your leadership journey by discovering your personalized Level-10 purpose and harnessing feedback for transformative growth."
"People don’t buy what you do; they buy why you do it.” — Simon Sinek
- Discover your team’s strengths and personalities for driving peak performance.
- Unlock each team member’s unique potential, avoiding a one-size-fits-all approach.
- Uncover a Life Timeline for your team, understanding their pivotal moments and future aspirations.
"Accelerate your leadership journey by understanding your team’s unique strengths, unlocking their potential, and sowing seeds for trust."
"“The most important thing in communication is hearing what isn’t said.” — Peter Drucker
- Define BHAG Big Hairy Audacious Goals to imagine a future never imagined before.
- Make SMART goals to translate vision into actionable short-term milestones.
- Master Accountability Systems to be known as someone who just doesn’t set goals but delivers them!
"Transform your leadership effectiveness by setting meaningful goals, prioritizing what truly matters, and equipping your team with the skills to make confident decisions."
“Setting goals is the first step in turning the invisible into the visible.” — Tony Robbins
Meet Doug Coe
Because retirement should be a time of financial freedom — not uncertainty.
Retirement financial and wellness coach Doug Coe has spent more than 33 years helping adults 60+ transition into an organized, optimistic, and confident retirement.
He blends clear financial guidance with wellness insights so you can enjoy the retirement you worked your whole life to create.
His Story
Doug saw that even people with strong portfolios often felt anxious about their financial future. This inspired his holistic coaching approach where financial clarity, emotional readiness, and lifestyle planning work together.
Today, Doug helps retirees feel prepared for life’s changes so they can focus on living fully.
Credentials
• 33 years helping retirees reach their goals and objectives
• Featured by major media outlets including The Kansas City Star and CNBC’s Power Lunch
• Guided 325+ individuals and couples toward retirement clarity and peace of mind
Mission
Retirement success isn’t just about more money — it’s about more meaning.
Doug’s mission is to give clients a proven roadmap plus personal support so they enjoy the retirement they deserve.
How Doug’s Process Works
A Simple 4-Step Process to Retirement Clarity and Confidence
1️⃣ Discover Your Retirement Vision
2️⃣ Analyze Your Income & Expenses
3️⃣ Create Your Personalized Retirement Roadmap
4️⃣ Ongoing Support for Life’s Changes
What Makes Doug Different
Trusted retirement education. Zero sales pressure.
• No brokerage commissions
• No assets-under-management fees draining savings
• Support focused entirely on you
Doug educates, motivates, and strategizes with you so you gain clarity and peace of mind — without being sold anything.
Client Stories & Testimonials
Real People. Real Guidance. Real Peace of Mind.
“We finally understand what it means to feel secure.”
“Doug walked us through every scenario—taxes, Social Security, healthcare—and helped us see how our money could last no matter what. For the first time, I feel we’re prepared for both the expected and the unexpected.”
— Jim & Carol S.
“Doug helped me see a clear path after my husband passed.”
“I was overwhelmed, unsure where to begin, and afraid my income would run out. Doug built a plan that replaced my late husband’s income and showed me how to live comfortably on my own terms. I sleep well again.”
— Elaine M.
"Automation Error"
— Automation Error
Automation Error
- Automation Error
"Automation Error"
Automation Error
“It wasn’t just numbers—it was life clarity.”
“With Doug’s support, we turned anxiety into a solid plan that lets us focus on enjoying retirement instead of worrying about it.”
— Mark & Susan W.
Client Story:
"Automation Error"
Automation Error
Elaine’s Journey
When Elaine’s husband, Robert, passed away unexpectedly at 68, her greatest fear was losing the stability they had built together. Doug helped her build a Survivor Income Replacement Plan that optimized her benefits and created a steady lifetime income stream.
Frequently Asked Questions
What is retirement financial coaching?
Retirement financial coaching helps you plan and manage money so it lasts through your retirement, keeping you secure and at peace.
Is this program right for me?
The program runs over 8 weeks, providing personalized, step-by-step guidance to build confidence and clarity in your financial decisions.
How is your coaching program structured?
The program lasts 8 weeks and includes steps to build financial confidence and security for your retirement.
Step Into Retirement With Confidence.
You deserve a future free from money worries.
Start building your security and peace of mind today.
Doug Coe
Doug Coe
Step Into Retirement With Confidence.
You deserve a future free from money worries.
Start building your security and peace of mind today.