Matthew Hammond created Sunesis Financial in 2018 to offer families a place to receive trusted advice throughout all financial stages of their lives. By implementing the resources Matthew learned through teaching, real estate investing, tax accounting, personal budgeting and financial assessment, we bring clients closer to their financial goals, regardless of their asset size.
Clients most often communicate their appreciation of Matthew’s ability to break down financial goals into identifiable steps, as well as teach the complexities and nuances of the financial world as their portfolios grow.
Sunesis Financial’s vision is to have the capacity, scale and ability to improve the financial condition of every individual, whether in-house or through referrals to other businesses that share our values.
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OUR CONSULTATION PROCESS:
1. Initial Consultation
The objective of an initial consultation is for us to get to know each other. Matthew will introduce Sunesis Financial and learn about your situation – what are your financial goals, needs and pain points.
2. Initial Plan
I will use the takeaways from our first meeting to analyze your unique situation and create an initial financial plan and base recommendations.
3. Plan Review & Presentation
We will meet again to discuss my recommendations and review the plan together. This provides for a great opportunity to ask any questions you may have regarding your plan.
4. Transfer & Sign
Lastly, the plan will be put to action and reviewed on an annual basis. It’s important to notify us of any life changes so applicable adjustments can be made.