Tim Borody

Background

About Tim Borody

Unlike many financial advisors or planners, we focus our practice on those who see using and managing their wealth as a tool in their journey to lead a meaningful life – and leave a meaningful legacy. We, as do many of our clients, agree with this Winston Churchill quote: “We make a living by what we get. We make a life by what we give.” Finishing well is more than just accumulation and wise management of a particular amount of money. Rather it the satisfaction of having your life be a meaningful journey - both for you and others. Your relationship with Advice First starts with using the 7-step process developed in the Journey to Meaningful Significance™. Together we discover the possibilities, clarify your goals, define measurements of your progress, determine and monitor strategies, and make adjustments and modifications as your needs change. People who value and enjoy working with our team have the following to say- Guide's us through all life's decisions and transitions with passion & integrity- Takes time to educate us to help make the best financial decision- Able to see the whole picture, allowing for greater insight into the management of our wealth- Provides great wisdom especially in the area of transfer of wealth- Really value to relationship and always put our interests first- The process he uses is reliable and effective to making wise financial decisions- Guides conversations by communicating ideas in an understandable way. If you wonder if you can benefit from working with the Advice First team for guidance in Your Journey to Meaningful Significance™ I encourage you to visit our website,