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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® |
Click here for info
on my book: Managing My Life: Managing
My Money |
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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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| 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. |
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| I am currently focusing on 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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| 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. |
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| FREE GIFTS! |
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| Module One of
Managing My Life: Managing My Money |
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| My Workbook in E-Format for You to Sample…Click Here! |
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| Managing Change
with Enthusiasm and Self-Confidence |
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| Another Great Workbook in E-Format for You to Sample…Click Here! |
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| Please click on
the links below for more information on a whole mess o' stuff! |
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| T. Falcon Napier is
Coming Back to SF Bay Area, June 25-27
* Workshop Info is Available
Here |
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| ChangeWorks! is
the world's only client-driven, activity specific coaching and management
tool. |
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Click Here for the Handout from the Lunch & Learn
held at PepsiCo on Tuesday, April 21st. |
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Contact me for a no-obligation review of
the assessments |
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| Individual Money Coaching Survey |
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| Organizational Money Coaching
Survey |
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| NEW:
Helping You Find Your "Number" -- Cash Flow Modeling |
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| Download My Money Coaching
Brochure (PDF) |
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| Link to The Money Coaching
Institute in Petaluma |
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| Syble Solomon's "Ten Tips
to Help You Talk to Your Honey About Money" |
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| Visit My Business Friends at Nowville -- And Visit My
Page There, Too! |
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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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| This Web Site Hosted by Networks Online, Inc., a
full-service internet provider. |
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