Steven S. Shagrin Company
Money Coaching and Personal Finance Education
Lifelong learning for adults of any age and at any life stage…
  Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC®
      (Better known as "Shags")
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Retirement Planning CounselorSM
Certified Retirement Counselor®
Registered Life Planner®
Certified Money Coach (CMC)®
     Helping you identify and eliminate the obstacles that keep you from
          being where you want to be with respect to your money life.
Shags' Philosophy
I started my business, Planning For Life, to provide Life Transition, Life Planning 
and 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 
brings 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
respect to money. By doing so, I help you to appreciate an approach to the planning
and investing process so you can work more effectively with your financial product
and service professionals. 
I help you look closely at your current lifestyle and the life transitions which may 
come your way (because of your relationships, your activities and your possessions) 
and 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 
instead of by chance, making decisions based upon design rather than by default. 
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 
satisfaction will multiply."
I am currently 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.
Download My Money Coaching Brochure (PDF)
Link to Money Coaching Information
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Planning For Life    1141 Roxie Ln.    Walnut Creek, CA  94597-1806
Shags@PlanningForLife.info •  CA: (925) 949-3938
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.