Sunesis Financial

My wife and I approached Matt at Sunesis Financial to review our current investments and ensure we were doing the most with our money. Matt not only provided honest feedback on our current plan but developed a detailed financial strategy that addressed our current and long term goals. We felt more knowledgeable about our investments and were thrilled to be working toward a financial plan. Over the last few months Matt has continued to review and recommend adjustments. Our experience with Sunesis Financial has been fantastic. We have been treated with respect and the team is knowledgeable and professional.

Matt is very knowledgeable. He will look at you and your finances, take into account how you make money and where you can best leverage your assets and come up with a plan that will help you increase your net worth in a structured process. If you are a business owner he has some excellent strategies to help you get more money in your pocket and protect yourself financially. Very smart and eager to assist you in any way. Wouldn’t hesitate to refer him to a friend.

My husband and I were introduced to Matthew in 2017 and we only met him a handful times. I just wanted to say that how amazing he was with drafting a financial debt free goal for us. We were in the process of buying a house in 2017 but weren’t getting the amount we wanted because of our debts. When Matthew laid out our goals and gave us idea on how to save and what to cut back on, I sit here today writing this we are officially home owners and we cannot thank Matthew enough.