He wasn’t broke. But he was flying blind.
From crypto dabbler to clarity-driven investor
Robert works on the railway tracks for Irish Rail.
Not exactly my typical client from the tech world.
But when he saw the headline of my interview in the Irish Independent - "I used to feel broke all the time. Now, I spend mindfully and invest the rest" - something clicked.
He bought a newspaper subscription just to read the full interview.
Then booked coaching immediately. No intro call. No hesitation.
Last week, we wrapped up our final session.
Here's what happened...
The problem wasn't the money coming in
When Robert and I first spoke, he was earning well. Had a pension. Even thinking about topping up his contributions.
He had started investing in stocks and crypto through Revolut.
But something felt off.
"I'm saving, but financially meandering around with dreams that are independent of each other... rather than aligned and working together."
That misalignment was creating anxiety. Not because he was broke - because he was uncertain.
The scariest part? His spending was double what he thought it was.
"I had no idea how much I was spending per month."
Without visibility, he was flying blind.
What changed everything
We didn't need fancy strategies or complex investments.
Robert needed three things:
Clarity - A simple tracking system so the numbers told the whole story
Alignment - Getting his savings, pension, and investments working towards the same goal
Confidence - Understanding what he was doing and why
The results speak for themselves:
Topped up his pension and got €5,478 back from Revenue
Made his first index fund investment (tracking the global market)
Moved his pension out of poor underperforming default funds into growth assets
Gained complete control over his monthly spending
But here's what I love most about Robert's journey...
He didn't show up in crisis
Robert wasn't drowning in debt or facing financial disaster.
He was curious, ready to learn and committed to building something better.
That's the difference between someone who transforms their finances and someone who stays stuck.
Most people wait for a crisis. Robert chose to act from curiosity.
When I asked how he felt after three months, he said: "I feel clear now. I used to feel blind."
On a scale of 1-5, he ranks himself a 5 on understanding his finances, confidence in decisions, and feeling relaxed about money.
Robert didn't just fix his finances. He upgraded his entire life strategy.
When I asked Robert how he felt about our 3 months together he told me:
"It’s been brilliant. This is the best money I’ve ever spent. It’s just opened up a whole new level of awareness and confidence. I know exactly where I stand now and what I need to do next.”
The compound effect of starting now
Here's the brutal truth about financial freedom:
Every month you wait costs you a fortune in future wealth.
Robert understands compound interest. That's why he acted immediately after reading one article.
If you're earning well but still feeling financially stuck, you're exactly where Robert was three months ago.
The question is: Will you stay curious or wait for crisis?
I have 8 spots available this month for people ready to transform their financial reality.
No selling of products. No cookie-cutter advice. Just the skills you need to build wealth starting today.
We'll spend 25 minutes understanding your situation and I'll show you exactly how to move forward.
Your future self will thank you for acting today.
Sjoerd
P.S. This is my second case study from a real client in the last 3 weeks. Would you look to see more of these going forward?
Quick reminder: I'm not just a coach - I'm someone who's walked this path myself. Left corporate after 11 years at Salesforce, built my own financial freedom, and now I help others do the same.
Real experience.
Real results.
Real transparency.
