What we’re about

I noticed that networking opportunities in the evenings are hard to come by, so I wanted to create a group that allows those of us that work during the day to come together. Come meet professionals in Orem, UT and learn something new while you are at it. We are a group of professionals who meet up to network and learn about financial principles. We host a work shop where we teach basic financial principles at our office. The first little bit is spent networking and getting to know each other. We love meeting new professionals in the area and are advocates for developing relationships and passing referrals. We especially love meeting others who are entrepreneurial minded. The next portion of the work shop is learning about financial concepts and principles.

Even in this time of unprecedented access to information, there remains a lack of financial knowledge among individuals and families. We help people understand fundamental financial concepts that give them the foundation to create a sound strategy so they can build a better tomorrow for themselves and their loved ones.