After collectively working with hundreds of different people and helping them to create successful retirements, there's one thing, one pattern that we see over and over again, and that's this.

Financial success does not come from scattered financial knowledge.

Instead, financial success comes from being able to take that knowledge and organize it in a way that's applicable and unique to you to create the life that you want to create.

As the founder of Rout Financial, which is a financial planning firm that serves hundreds of clients across the country,

one thing that we've done is we have said, how do we organize all these various financial planning topics?

How do we organize all these things that people need to do to create a successful retirement

and do so in a way that people can follow this structure and create

the retirement they want to create. So that's exactly what I'm going to share in today's video.

What is that framework? We call it the Sequoia system, but this is just the way that you should

be organizing your finances so that as you go into retirement, there's nothing that hasn't been

addressed. There's no stone that's been left unturned so that you can

fully focus on the life that you want to live. And as I go through this today, this is a framework that

literally anyone can use. You don't have to be a client. You don't have to have a certain level of net

worth. You don't have to have anything special. You just need to know how do you organize all these

things, all these various financial topics in a way that will allow you

to do what you want to do? So we're going to go through those seven steps. And the first one is this.

The first step is a vision for what you want life to look like. If you are viewing financial

planning as just a math formula, you're doing it wrong. One of the things I'll often say is the sign

of a good financial plan is a life well lived.

So if you get all the financial things right, but you have a miserable life or you don't do the things that you want to do, we really miss the mark when it comes to your financial planning.

So think about it this way.

Imagine you're 90 years old and you're healthy.

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