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| Financial Wellness, Life Planning & Retirement Education |
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| Lifelong Learning for Adults of Any Age and at Any Life Stage… |
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Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP |
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(Better
known as "Shags") |
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CERTIFIED FINANCIAL
PLANNER™ Practitioner |
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Chartered Retirement Planning CounselorSM |
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Certified Retirement Counselor® |
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Certified Enhanced Lifestyle Planner |
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Certified Money Coach |
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Helping you assess and improve your
feelings of financial well-being |
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so you can spend your time and
resources in ways you value most. |
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| Shags'
Philosophy |
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| I
started my business, Planning For Life, to provide Life Transition, Life
Planning |
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Retirement Education programs to the general public, helping people to
obtain |
| answers
and direction from someone who is separate and apart from the number- |
| crunching
and investing sides of the issues but who understands them in a way
which |
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balance to the approach. As a result of our educational sessions you
should |
| develop
a more holistic and introspective approach to understand yourself from a |
| financial
personality perspective, gain an appreciation of your financial habits
and |
| attitudes
as well as your level of financial literacy and emotional intelligence with |
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to money. By doing so, I help you to appreciate an approach to the planning |
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investing process so you can work more effectively with your financial
product |
| and service professionals. |
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help you look closely at your current lifestyle and the life transitions
which may |
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your way (because of your relationships, your activities and your
possessions) |
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more clearly express your life goals and objectives based upon your
personal |
| motivations
and values. The process helps you to better live your life by choice |
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of by chance, making decisions based upon design rather than by default. |
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| According
to nationally recognized Financial Life Planning™ author, researcher, |
| educator
and trainer Carol Anderson, "When you earn, spend, invest and give
away |
| your
money in ways that are compatible with your goals and values, your life |
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| satisfaction
will multiply." |
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| 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. |
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| Download My Money Coaching Brochure (PDF) |
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| Link to Money Coaching Information |
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| Planning For
Life •
1141 Roxie Ln. • Walnut Creek, CA 94597-1806 |
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| OH: (330) 727-0444
• CA: (925) 949-3938 |
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| e-mail: Shags@PlanningForLife.info |
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| 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. |
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