Planning with Faith and Purpose
Protect your family, prepare for care, and live out your values by ensuring your legacy continues—both at home and in your faith community.
Case Study: James and Angela
At 59 and 57, James and Angela had always been generous with their church. They served on committees, supported missions, and tithed faithfully. But when they began thinking about retirement, they realized they didn’t have a clear plan that would protect their children while also leaving something for their church.
They worried about rising healthcare costs, the possibility of long-term care, and whether their retirement savings would last. More than anything, they didn’t want their children to be left with confusion—or for their church to miss out on the support they’d intended.
“We wanted our kids to be secure and our church to keep doing the work we believe in. Now both are part of our plan.”
This Is Where You Start
The most important step is to begin—starting small makes the whole process feel achievable:
- We’ll help you review your essential documents.
- Beneficiaries – Make sure retirement accounts, life insurance, and bank designations reflect your wishes.
- Care Planning – Consider how future health or long-term care needs might affect your family and resources.
- Faith priorities – Decide how you’d like your generosity to continue through your church or causes you support.
This page is designed for individuals who are planning on their own—whether by choice or circumstance. It’s here to help you take control, prepare for emergencies, and protect your wishes with confidence.
Access Your Planning Toolkit - Start Your Plan Today
By registering, you’ll receive:
✅ A Faith & Family Planning Checklist – A guided self-assessment to identify planning gaps
✅ Step-by-step explainers on Oklahoma wills, POAs, and advance directives.
✅A guide to balancing family needs with charitable giving.
- ✅ Ongoing Updates – We’ll let you know when best practices or legal forms change so your plan stays effective
📬 We’ll only email you with updates or resources that matter—no spam, no sales.
Trusted Support
At Yew Tree, we believe in holistic, human-centered planning. We’re here to help you start where you are—whether that means using our free guides, or connecting you to friendly professionals if your situation requires more support.
Emotional Reassurance
📝 Planning doesn’t mean you have to do everything at once—or do it perfectly. What matters most is taking the first step. You don’t have to choose between your family and your faith—you can honor both.
Want to Talk Through Your Situation?
No pressure. No sales. Just support, clarity, and a path forward.
If you’re feeling ready to take the next step—or just want to talk things through with someone who understands—we’d be honored to meet with you. Whether you’re planning ahead, facing a decision now, or helping someone else, you’re not alone.