UNLOCK YOUR FULL

FINANCIAL

POTENTIAL

SCHEDULE A MEETING

UNLOCK YOUR FULL

FINANCIAL

POTENTIAL

SCHEDULE A MEETING

UNLOCK YOUR FULL

FINANCIAL

POTENTIAL

SCHEDULE A MEETING

UNLOCK YOUR FULL

FINANCIAL

POTENTIAL

SCHEDULE A MEETING

Meet

Geoff

YOUR

PERSONAL

CFO


Since entering in financial services in 2003, all aspects of Geoff’s career have been rooted in the ideals of being an active listener that can provide solutions to his client’s needs and objectives. At an early age, he was taught the values of being honest, having integrity, and the benefit of a hard day’s work. These guiding principles are what he feels will be building blocks to success as he pursues his goals in financial advisement at Invst.


“Every Job I have ever worked has revolved around providing a service and helping others. Whether it was my first job at eleven mowing lawns, cleaning clubs at a neighboring golf course as a teen, or as a post graduate, providing corporate finance solutions in a banking environment to many years engaging with financial advisors as a wholesaler. ”

Meet

Geoff

YOUR

PERSONAL

CFO


Since entering in financial services in 2003, all aspects of Geoff’s career have been rooted in the ideals of being an active listener that can provide solutions to his client’s needs and objectives. At an early age, he was taught the values of being honest, having integrity, and the benefit of a hard day’s work. These guiding principles are what he feels will be building blocks to success as he pursues his goals in financial advisement at Invst.


“Every Job I have ever worked has revolved around providing a service and helping others. Whether it was my first job at eleven mowing lawns, cleaning clubs at a neighboring golf course as a teen, or as a post graduate, providing corporate finance solutions in a banking environment to many years engaging with financial advisors as a wholesaler. ”

Meet Geoff

YOUR PERSONAL CFO


Since entering in financial services in 2003, all aspects of Geoff’s career have been rooted in the ideals of being an active listener that can provide solutions to his client’s needs and objectives. At an early age, he was taught the values of being honest, having integrity, and the benefit of a hard day’s work. These guiding principles are what he feels will be building blocks to success as he pursues his goals in financial advisement at Invst.


“Every Job I have ever worked has revolved around providing a service and helping others. Whether it was my first job at eleven mowing lawns, cleaning clubs at a neighboring golf course as a teen, or as a post graduate, providing corporate finance solutions in a banking environment to many years engaging with financial advisors as a wholesaler. ”

What is a Personal CFO?

You've got big plans for how you want to live your life, but it's possible the decisions you're making with money don't line up with all those plans. Retirement? That's important, sure, but there's also a lot to take care of in the meantime.  We help families live the life they want by organizing and coordinating everything that happens with their money. Cash flow, where to accumulate wealth, how you invest, how to structure debt, how to buy insurance, how to eliminate lost opportunity costs, how to increase the velocity of your money - your Personal CFO is the quarterback for it all.

Help Me Help You!

The first step in our process is for you to fill out this Confidential Financial Questionnaire (CFQ). This will help us determine what value we can add to your life, and how we can help you succeed in living the life you want. It will also ensure that your first meeting with us is productive, and relevant to accomplishing your objectives.
Your time is valuable – we want to honor that.

Confidential Financial Questionnaire

Guidance

We are wealth managers but not the way you typically think. When’s the last time all of your advisors met in a room to align your full financial life to your “WHY,” your values, your goals? Each of your “advisors” – CPA, insurance agent, attorney, banker, etc – make opinion-based decisions within a silo. They often can’t look at your financial life as a whole.

As a fiduciary (working in YOUR best interest) we can only look at your whole financial life. Being your personal CFO is about the process and our personal relationship with you. The Invst Private Client experience has nothing to do with financial products that make you feel like just another number. Our process introduces holistic strategies which are optimized for your unique needs.


Learn the Four Main Challenges to Building Wealth!

DOWNLOAD WHITE PAPERS

What is a Personal CFO?

You've got big plans for how you want to live your life, but it's possible the decisions you're making with money don't line up with all those plans. Retirement? That's important, sure, but there's also a lot to take care of in the meantime.  We help families live the life they want by organizing and coordinating everything that happens with their money. Cash flow, where to accumulate wealth, how you invest, how to structure debt, how to buy insurance, how to eliminate lost opportunity costs, how to increase the velocity of your money - your Personal CFO is the quarterback for it all.

Help Me Help You!

The first step in our process is for you to fill out this Confidential Financial Questionnaire (CFQ). This will help us determine what value we can add to your life, and how we can help you succeed in living the life you want. It will also ensure that your first meeting with us is productive, and relevant to accomplishing your objectives.
Your time is valuable – we want to honor that.

Confidential Financial Questionnaire

Guidance

We are wealth managers but not the way you typically think. When’s the last time all of your advisors met in a room to align your full financial life to your “WHY,” your values, your goals? Each of your “advisors” – CPA, insurance agent, attorney, banker, etc – make opinion-based decisions within a silo. They often can’t look at your financial life as a whole.



As a fiduciary (working in YOUR best interest) we can only look at your whole financial life. Being your personal CFO is about the process and our personal relationship with you. The Invst Private Client experience has nothing to do with financial products that make you feel like just another number. Our process introduces holistic strategies which are optimized for your unique needs.


Learn the Four Main Challenges to Building Wealth!

DOWNLOAD WHITE PAPERS

Let's Meet!

My goal of the introductory meeting and/or call is to learn about you!  When we explore what your ideal life looks like, it is then my role to educate, guide, and counsel you on how we can build a strategy to reach your full financial potential.


Lets Connect!

SCHEDULE A MEETING

Let's Meet!

My goal of the introductory meeting and/or call is to learn about you!  When we explore what your ideal life looks like, it is then my role to educate, guide, and counsel you on how we can build a strategy to reach your full financial potential.


Lets Connect!

SCHEDULE A MEETING

Resources

MAKE THE MOST OF YOUR LIFE

By Geoff Thomas • 12 May, 2021
Invst is here to help you make the most of your life. Get the quality financial guidance you need to live your best life today. Get started now!

GET ORGANIZED

By Geoff Thomas • 12 May, 2021
You can't achieve your full financial potential without a way to organize your financial life. WealthBuilder is a digital platform we offer that's tailor-made to house the important financial data from all parts of your life. 

WORRIED ABOUT YOUR FUTURE?

By Geoff Thomas • 12 May, 2021
Last year was rough on many. If you're worried about your future, it could benefit you to speak with a trusted financial professional who will work with you to ensure you're prepared for whatever this year throws at you. Let's talk today!
Show More

Financial Views with Local Brews: a Podcast

Two passions of mine are financial views and being an enthusiast of midwest craft brews. So I launched a combination of my passions into a Podcast!


See details on how to listen, watch and subscribe!

LEARN MORE
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