Stellar Financial Health is not an ordinary financial services firm.
We go beyond dispensing investment advice because our clients also need guidance around important issues like managing significant educational debt and creating adequate protection for themselves and families. We integrate sincere values of empathy and education in our financial planning structure so you feel genuinely heard and empowered to make informed decisions.
Thoughtful financial planning centers around your needs, ambitions, and most personally, your best interests. Stellar Financial Health is the solution resource to the financial uncertainties you are facing.
Whether we establish a project based or ongoing client engagement, the experience will stretch you in new ways of personal growth. Are you tired of avoiding uncomfortable work? As a fiduciary advocate, we will challenge and encourage you to lean into new opportunities and build up your own confidence along the way.
Mike Matheny, Founder
Hello, and thank you for visiting!
Early on in my career I was not financially intelligent, and the balance sheet was deep in the red. Credit scores were grim, there were no invested assets, and escalating educational debt was intimidating. When I entered the financial industry, I knew it was time to get honest with my financial well-being. With a ton of work over the next 4 years, $75K in debt was eradicated , a first home was realized, and over $60K was contributed towards retirement. Today, the established habits have remained solid thanks to great lessons in financial readiness and risk management. Now, a financial life is in balance; life is enjoyed in the moment at the same time effort remains steady on future goals. "Bad Debt" is a crutch of the past, and choices support financial intentions. This is my financial success story; and my mission is to support you in writing yours.
A long-time lover of the Pacific Northwest, I am self-reflective when I get myself close to nature - especially in my most cherished quiet place, the Portland Japanese Garden. I also love to cook and be inspired to match cultural cuisine, exercise with the family COVID puppy Takoda, seek adventure on bikes, skis or travel, and support and play with my kids outdoors, especially on the Oregon Coast.
I look forward to meeting you, and learning about the life you are living and what is most important to you.
Our Partners
You may have needs that go beyond my expertise, yet you will not be left alone to find help. In building our firm, we have curated a selection of trusted partners to support you in ways beyond my scope of practice, and they are relationships free of financial conflict of interest. Other reliable partners provide logistical and technical resources that support me in delivering excellence to you. Check them out!
