Real Planning Starts With Listening
Most people think financial planning is about choosing the right product—a mutual fund, an annuity, a policy. But real planning starts with listening. It’s about understanding what someone hopes for, what they fear, and what kind of life they want to protect.
When we focus too quickly on products, we skip the most important part: the person.
Lead With Life, Not With Products
True planning asks:
- What do you want your life to feel like?
- Who are you responsible for?
- What are the risks you’re afraid to say out loud?
Once we know those answers, the products can follow. And often, the best solution is a simple one—not because it’s flashy, but because it gives you breathing room, flexibility, and peace of mind.
Planning That Centers You
At Yew Tree Foundation, we lead with life first—not product first. Because planning isn’t about the tools.
It’s about the life they’re meant to protect.
