Rolling Agenda Tools & Disclosures
Financial Planning
Financial planning can help you pursue your goals throughout your life—whether you want to buy a house, save for your kids’ college, live a fulfilling retirement, leave a legacy for your children or make a difference for a charity. A CFP® professional can help you set your goals, provide a roadmap to pursue them, and be your guide to the special tools and strategies that seek to you get there.
(Pictures by Jenna Zurbuchen)
Prepare for the financial plan
CLICK HERE: Important documents checklist for financial plan
- Misogi Challenge: Do something extremely hard once a year.
- Kevin’s Rule: Plan six mini-adventures every year.
- Winning Habits: Add one new habit every three months
Legacy & Estate Planning
Many people leave important decisions about their family and estate to chance. According to Google, 63% of Americans don’t have a will or trust, and another 9% have outdated documents.
Why? Estate planning can feel uncomfortable, complicated, time-consuming, and expensive.
That’s why part of our commitment to you is helping ensure this important task gets completed—clearly, confidently, and efficiently.
Watch videos from The Heart of Your Estate: A Legacy Workshop (March 2026) Below are recorded videos from our educational workshop. We encourage you to watch them at your convenience.
🎥 Legacy Letter Learn how to create a meaningful legacy letter that captures your values, priorities, and wishes for loved ones.
After watching the video, click the link below to begin writing your own letter: → Write your letter!
🎥 Estate Planning 101 A foundational overview of estate planning, including:
Why having a plan matters
Key documents everyone should consider
Common misconceptions and pitfalls
Attorney Coordination – Covered Either Way
Already have an estate planning attorney or would like to partner with a local attorney? We’re happy to coordinate directly with them.
No attorney? No problem. Sun Step Financial Partners works with Estate Guru, a modern wealth transfer technology platform.
Estate Guru combines a smart legal logic, real attorney oversight, and a clean, user-friendly experience.
Whether you need a simple will or a comprehensive trust package, Estate Guru delivers legally sound, easy-to-complete documents for individuals and families.
During your financial planning meeting, we can review options and provide a quote for these services.
The History of Currency
A Bucket Plan to Go with Your Bucket List
