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.
The Story of Shags
A true Baby Boomer, I grew up in Youngstown, Ohio, then attended college
in Florida before returning to Ohio for law school. After my formal education
ended, I worked for a year with a regional accounting firm in Akron, Ohio, 
before moving back to Youngstown to work in the brokerage industry in
a partnership with my father, who had been a veteran in that field since the 
mid-1960's.  Over the next twenty years, I continued my professional education 
and earned four certifications and designations related to financial, retirement
and life planning.
In the spring of 2002, I decided to leave the brokerage business to help a long-
time friend begin a private money management firm in Cleveland, applying an
income-focused investment strategy which had proven itself to be profitable
in the early-1970's to mid-1980's as the market emerged from a very challen-
ging time. While the revised investment strategy proved itself to work, it was
still "selling", which was something that I was looking to move away from 
at the time.  So, in March of 2003, I took the bold step of starting my own 
business to do what nobody else in my area was doing: "financial planning
done well" by focusing exclusively on the client's life perspective and not
tying the result of the planning to something I have to sell to them.
I've been very fortunate to be in the right places at the right times -- most of
the time, anyway! In the mid-1980's, I had the great fortune of discovering a 
wonderful group called the International Society for Life & Retirement Planning 
(ISRLP), joining their board and serving as their last president before uniting 
with the Association for Financial Counseling and Planning Education (AFCPE). 
Through my association with ISRLP and AFCPE, I've met many wonderful, tal-
ented and dedicated people who have come to shape my philosophy and approach.
These folks and I collaborated many times over the years and several of them went
on to develop practice tools and workshops which I license to use with clients
in my current practice. It also gave me the opportunity to "give back" to my 
chosen profession, sharing my organizational skills, passion, vision and enthu-
siasm for the benefit of the myriad organizations I've chosen to serve. As we 
say at Rotary International, "he profits most who serves best."
Though the "Life Planning" movement is beginning to catch fire both within the 
financial planning professional associations as well as within the grassroots and 
mainstream financial press, it's been a focus of my interest and professional 
development since my earliest days with ISRLP. I've been a student of some of 
the best over the years -- George Kinder, Dick Wagner, Carol Anderson, Connie 
Kilmark, Deborah Price, Michael Stein, Betsy Kyte Newman, and Mitch Anthony,
just to name a few. Many of these people ended up meeting each other through me,
which is a very inspiring and fulfilling thought upon which to reflect.  So while my
name isn't mainstream (yet) in this emerging and evolving movement called life 
planning, my reputation within the myriad facets of the movement is well known. 
With the freedom and opportunity that comes from running one's own business, 
the potential opportunities are endless, and I look forward to what is yet to come 
with great anticipation and excitement. Each workshop and engagement gives me 
the opportunity for sharing and for growth, helping to make a real difference in the 
lives of the people who choose to work with me.
I'm dedicated to life-long learning, and seek opportunities to hone my existing skills, 
acquire and develop new skills, and apply what I've learned with clients as well as 
share what I've learned with other financial service professionals, both through 
continuing education presentations and through coaching and training relationships. 
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Steven S. Shagrin Company    1141 Roxie Ln    Walnut Creek, CA  94597-1806
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.