Elevate

Your Leadership!

Designed with newly promoted people managers in mind, grappling with the exhilaration of new roles and the anxiety of unfamiliar obstacles.

Struggling with overwhelming debt and financial uncertainty?

Turn your financial stress into a clear, actionable roadmap.

Go from debt anxiety to lasting financial peace in just 12 weeks.

As Seen In:

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I Help My Clients…

  • Gain control over their financial landscape and eliminate debt stress.

  • Create a clear and practical plan to guide their family's financial journey.

  • Achieve peace of mind knowing their financial future is secure.

  • Confidently manage their finances with a roadmap tailored for success.

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.

Here’s The Plan:

Clarify Your Finances

We'll get crystal clear on your current financial situation and uncover exactly what's causing your debt struggles.

Design Your Roadmap

Together, we'll build a personalized, actionable financial plan tailored specifically to your family's dreams and goals.

Secure Your Future

We'll put powerful financial strategies into practice, giving you lasting peace of mind and confidence in your family's financial security.

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!

MODULE 1
Module Image
Win with WHY
Focuses on helping leaders uncover their unique motivations for becoming effective people managers.
Key Outcomes:
  • 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.
Description:

"Kickstart your leadership journey by discovering your personalized Level-10 purpose and harnessing feedback for transformative growth."

Quote:

"People don’t buy what you do; they buy why you do it.” — Simon Sinek

MODULE 2
Module Image
Winning the HEART
Focuses on understanding team members’ unique strengths, passions, and personalities to enhance collaboration.
Key Outcomes:
  • 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.
Description:

"Accelerate your leadership journey by understanding your team’s unique strengths, unlocking their potential, and sowing seeds for trust."

Quote:

"“The most important thing in communication is hearing what isn’t said.” — Peter Drucker

MODULE 3
Module Image
Winning the MIND
Teaches leaders how to set and align goals that unlock potential and makes dream come true.
Key Outcomes:
  • 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!
Description:

"Transform your leadership effectiveness by setting meaningful goals, prioritizing what truly matters, and equipping your team with the skills to make confident decisions."

Quote:

“Setting goals is the first step in turning the invisible into the visible.” — Tony Robbins

Meet Joel Urquidez

Financial Coach. Expert in Business Administration. Licensed Financial Broker.

Achieve financial peace and clarity with expert guidance from a seasoned professional.

Joel Urquidez, with a Master’s in Business Administration and licenses in life, investments, and mortgages, has over ten years helping families craft strong financial plans.

His blend of academic knowledge and practical expertise provides married professionals with clear, actionable plans to deal with debt and secure financial futures.

Millions of readers

and listeners worldwide

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Frequently Asked Questions

What is financial coaching?

Financial coaching helps you create a personalized financial plan to achieve your financial goals and reduce debt stress.

Is this program right for me?

This program is ideal for married professionals aged 25-45 earning over $100K and seeking to manage their debt effectively.

How is your coaching program structured?

The Financial Freedom Blueprint is a step-by-step, 12-week program tailored to guide you toward financial security.

Picture Your Life Free from Debt and Financial Worry.

You're one step away from having a clear blueprint for your family's financial security.

Your 12-week exclusive journey to transform your financial future with a clear, actionable plan for security and peace of mind.

Joel Urquidez Financial Services

Joel Urquidez Financial Services

Picture Your Life Free from Debt and Financial Worry.

You're one step away from having a clear blueprint for your family's financial security.

Your 12-week exclusive journey to transform your financial future with a clear, actionable plan for security and peace of mind.

© 2025 Joel Urquidez Financial Services, INC.