Stoic Money Reviews: Shelly's Journey
Aug 17, 2025Hello Stoic Investors,
Let me tell you the story about Shelly, one of my students and someone who made a big change in her life — and her finances.
After 20 years working as a corporate headhunter, Shelly decided to step away from the fast-paced corporate world to focus on starting a family.
Today, she works alongside her husband in their family business.
But there was one thing she worried about:
Her financial future.
With no pension and no safety net, relying on the UK state pension just wasn’t enough.
She knew she needed a plan, but she didn’t want to hand over control to someone else.
Like many, she felt unsure about investing.
She didn’t trust her local bank or traditional financial advisors — often worried they had their own interests in mind.
At the same time, she didn’t have much knowledge about how to start investing, and being risk-averse made it even harder to take that first step.
That’s when she discovered our 1-1 Coaching Program.
During the first call, she realized that investing didn’t have to take over her life. She could fit it around her busy days, her family, and her work.
In fact, what really resonated with her was learning how to be a long-term investor — someone who can secure their financial future without spending nine hours a day glued to the screen managing investments.
Now, she spends just about half an hour on the weekend managing her portfolio.
It’s a small commitment that’s already giving her peace of mind and a sense of control.
She even plans to teach her children how to invest, thinking about buying shares as birthday presents!
Working with Shelly has been truly inspiring.
Her energy and determination remind me why I do this work.
By taking control of your own investments, you’re not only saving money on fees — you’re making decisions that truly work for you.
If you’re tired of advice that doesn’t feel right, it’s time for a change.
Join us and learn how to become your own best financial advisor.
Let’s make smart, long-term investments together!
