Tim Melia

CFP®, MBA

Embolden Financial Planning LLC

Principal & Financial Planner

Contact Me

Tim Melia

CFP®, MBA

Embolden Financial Planning LLC

Principal & Financial Planner

My passion for financial planning, financial literacy education, and the desire to help others led me to a career in financial planning. I'm excited to have the opportunity to serve clients in the way I believe it should be done: with transparent, hourly fee-only personal financial advice and comprehensive planning. - Tim Melia, CFP®, MBA

Contact Me

Please Email Tim

Website

Be Emboldened. Transparent, hourly fee-only financial advice and comprehensive planning. Serving clients virtually in Seattle and throughout Washington State.

Tim Melia, CFP®, is an hourly fee-only financial planner located in Seattle, WA serving clients locally and throughout Washington State. His firm, Embolden Financial Planning LLC, provides financial planning advice and comprehensive financial planning to help clients in all phases of their financial lives. As an independent, hourly fee-only financial planner, Tim provides transparent advice and planning tailored to the needs of each client.

Tim Melia, CFP®, is an hourly fee-only financial planner in Washington State. His firm, Embolden Financial Planning LLC, provides financial planning advice and comprehensive financial planning to help clients in all phases of their financial lives. As an independent, hourly fee-only financial planner, Tim provides transparent advice and planning tailored to the needs of each client.

To embolden someone means giving them the courage or confidence to do something. Embolden Financial Planning is a safe environment to ask questions and plan, so you may pursue your goals informed and prepared. There are twists and turns in the economy (and in life) that may be scary or anxiety-inducing. I can help you navigate the expected and unexpected with confidence.

I was emboldened in my financial life by others. I've had the opportunity to embolden family, friends, and clients in their financial lives. Now, I’m excited to embolden you.

Tim Melia is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Just Financial Advice. Hourly-based pricing. No minimum asset requirements. Expert recommendations tailored for your financial goals. Contact Embolden Financial Planning for comprehensive, transparent, hourly fee-only financial advice and planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Personal Finance Advice
  • Financial Goal Planning
  • Retirement Planning
  • Investment Advice
  • Socially Responsible Investments Available
  • Income Tax Planning
  • Estate Planning
  • Cash Flow and Debt Management
  • Major Life Decision Planning
  • Personal Finance Education

Ideal Clients

  • Millennials
  • Generation X
  • Sandwich Generation
  • Retirees and Near Retirees

Working Together

  • Virtual Meetings
  • Hourly, Fee-Only Pricing
  • Free, No-Obligation Introductory Meeting
  • Transparent and Personal Advice

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tim Melia is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Tim Melia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Tim Melia is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Tim Melia

Please Email Tim

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Office Locations:

  • By Appointment of Virtual
    Seattle, WA 98117

Embolden Financial Planning LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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