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The women and their teams that we serve in the medical aesthetics industry are forward thinking and self reliant. 
Whether you work for a practice, just left the hospital to run your aesthetics business, or you have been running your practice for years? There is a way to partner. 

  • Business Planning & Risk Management
    ​It is very important to manage the risks that could change your financial situation. With a comprehensive analysis we can determine what best meets your business needs. Buy/Sell Agreements Funding (disability, life) Individual Disability Insurance Disability Overhead Expense Coverage Key Person Insurance Executive Retirement Income Strategies Employee Retention Strategies
  • Disability Insurance
    This the story of Dr. Kramer who became disabled from a surgery to remedy a medical condition forcing his business partners to buy him out.
  • Employee Financial Workshops
    As a women led practice, we believe that it important for our clients to take charge of their future and be the CFO of their lives. We believe that educated women are empowered women and are in the best position to lead their families to a more secure future. We offer to our business owner clients a series of workshops for your employees so they feel empowered to make sound financial decisions for any stage of life.
  • Health Insurance & Employee Group Benefits
    Having us as members on your team, not only can we help you with your overall financial strategy but we are partnered with the resources to ensure your employees feel that they are building for their future and planning for the unexpected. Financial Wellness Seminars Group Disability Group Life & AD & D Health Insurance Voluntary Products Retirement Income
  • Estate Planning Consultation
    Through our curated relationships with lawyers, accountants and other resources. We conduct a comprehensive analysis to ensure that legally and tax wise, all of your best intentions are backed up with well thought out legal plans. *we recommend at least 3 professionals in each area and a recommendation is not a promise of any outcome. Further, through our relationship with Barnum Financial Group, we are able to have your current estate planning documents reviewed by a lawyer.
  • Life Insurance
  • Personal Financial Strategy
    Life Insurance Disability Insurance Long Term Care Annuities Retirement Income Strategies
  • Retirement Income
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Our Process



Understand your personal and practice financial vision and see if we are a good fit. If not, we promise to align you with another amazing team.



We will do an objective personal and business financial and risk analysis to understand your financial and business situation. 



We will design solutions which will help you retain your team members, manage your risks and grow for the future. Here we partner with your advisors as needed (lawyer, cpa, etc.) 



We will implement the strategy and design checkpoints that will keep all parties on track. 

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