The Why Behind Our Process: The Sequoia System Explained

Every advisor has felt it — a client comes in with a specific question, a pressing concern, or a tactical problem they want solved immediately. Roth conversions. Social Security. Investments. Insurance. And the instinct is to answer it. But what if answering the question first is exactly what leads to a worse outcome? This episode breaks down one of the most important frameworks in Root’s planning philosophy: why great financial planning isn’t about solving the presenting problem — it’s about...