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.
Programs & Workshops We Offer Where Blue Text Appears, Click the Hyperlink!
Planning For Life offers Life Transition, Life Planning and Retirement 
Education programs on a one-on-one basis, in small groups, in workshops, 
and via the internet (for all group sizes up to 25).  Below are just a few of
our current offerings.  Customized programs are available as well.
Money Coaching Institute Workshops
The Money Coaching Intensive is a very powerful and transformative workshop. In this workshop, you will come to understand your hidden money patterns and beliefs, and overcome obstacles that have prevented you from experiencing a more fulfilling and prosperous life. During the workshop, you will learn and experience many of the tools and techniques used in Money Coaching that are changing the lives of many around the world.
There are several other workshops that we provide (through the Money 
Coaching Institute in Petaluma, another one of my ventures), so please
click the links below for more information.  Click on the logo above for
the home page of the Money Coaching Institute.
Workshops Held at the Money Coaching Institute in Petaluma
Workshops Held at my Office in Pleasant Hill
Money Quotient™ Tools & Workshops
Planning For Life is a licensee of tools and workshops from Money 
Quotient Inc. a financial education and communications company that 
specializes in a holistic approach to lifetime money management and 
retirement preparation.  One-on-one sessions and Workshops are 
available to you through this arrangement, as well as Webinars.
All held at my office in Pleasant Hill, CA.
Designing Your Life in Retirement: A Guide to Planning Your Future
Measure & Raise Your Money Quotient Assessment and Workbook
Click the logo above to visit Money Quotient's website or on the
  program titles above for a PDF with more information.
philosophy education professional
story
memberships author programs home
Steven S. Shagrin Company    1934 Contra Costa Blvd.    Pleasant Hill, CA  94523-3034
Shags@PlanningForLife.info •  Cell: (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.