|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Wellness, Life Planning & Retirement Education |
|
|
|
|
| Lifelong Learning
for Adults of Any Age and at Any Life Stage… |
|
|
|
|
|
|
Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP |
|
|
|
(Better
known as "Shags") |
|
|
|
CERTIFIED FINANCIAL
PLANNER™ Practitioner |
|
|
|
Chartered Retirement Planning CounselorSM |
|
|
|
Certified
Retirement Counselor® |
Click here for info
on my book: Managing My Life: Managing
My Money |
|
|
Certified
Enhanced Lifestyle Planner |
|
|
Certified
Money Coach |
|
|
|
|
| Photo
© A&J Photography and Style |
Helping you assess and improve your
feelings of financial well-being |
|
| Visit us at
www.Nowville.com |
so you can spend your time and
resources in ways you value most. |
|
|
|
|
|
|
| Building on over two decades of experience in investment,
retirement and personal taxation planning, Planning For Life provides Money
Coaching, Life Transition, Life Planning and Retirement Education sessions
& workshops either in facilitated engagements one-on-one, in group
settings, or via the internet in our “Webinar room.” We do not sell any
financial (investment or insurance) products nor do we provide financial
planning or investment advisory services of any kind through Planning For
Life -- rather, we educate. |
|
|
|
|
|
|
|
|
|
|
|
|
|
| I am now accepting clients for Money Coaching. Click the link below to learn more about
what this wonderful program can do for you in learning more about yourself
and your relationship with money. My
intention is to help transform the individual and the collective
consciousness around money through education, awareness, and empowerment,
which is facilitated through coaching, workshops and training. |
|
|
|
|
|
|
|
|
| Can Money Coaching help you?
Take our survey and find out how you rate the level of challenge and
your ability to meet that challenge in ten Money Coaching areas. Select either the Individual, or, for small
business owners and non-profit board executives, the Organizational link
below. I will contact you soon with
the results. |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| Special Workshop
Announcement! |
|
|
|
|
|
| Understanding Your
Relationship With Money |
|
| Now Offered the 2nd
& 4th Wednesday of Each Month ● 3 to 5 p.m. |
|
|
|
|
|
|
|
| The Malaya Center
for Health & Healing, 395 Civic Drive, Ste. C, Pleasant Hill |
|
|
|
|
| Click Here for More Information
and to Register! |
|
|
|
| Click Here for
the Slides from the Presentation |
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Please click on
the links below for more information on a whole mess o' stuff! |
|
|
| Individual Money Coaching Survey |
|
|
|
| Organizational Money Coaching
Survey |
|
|
|
| NEW:
Helping You Find Your "Number" -- Cash Flow Modeling |
|
|
|
| Download My Money Coaching
Brochure (PDF) |
|
|
|
| Link to Additional Money
Coaching Information |
|
|
|
|
| Syble Solomon's "Ten Tips
to Help You Talk to Your Honey About Money" |
|
|
|
|
| Designing Your Life in
Retirement Course at Livermore Adult Ed Starts 5/13/08 |
|
|
|
|
| Visit My Business Friends at Nowville -- And Visit My
Page There, Too! |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
|
| OH: (330) 727-0444
• CA: (925) 949-3938 |
|
| e-mail: Shags@PlanningForLife.info |
|
| CFP™ and CERTIFIED FINANCIAL
PLANNER™ are certification marks owned by the Certified Financial Planner
Board of Standards, Inc. These marks are awarded to individuals who
successfully complete the CFP Board’s initial and ongoing certification
requirements. Click here to visit
their website. |
|
|
|
|
|
|
| This Web Site Hosted by Networks Online, Inc., a
full-service internet provider. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
