Wealth Architecture aligns your financial strategy with the life you’re building.

High-level CPA and CFO support for founders who want tax strategy, cash flow, and long-range planning working together with intention.

Book a Foundation Call

Build wealth with clarity,

direction, and purpose.

Wealth Architecture is the deepest level of support, designed for founders who want an integrated advisory relationship around the money, the business, and the life they’re creating.

This is where financial strategy becomes fully aligned with your bigger vision.

What Wealth Architecture helps with

  • Aligning tax strategy with long-term goals.

  • Connecting cash flow decisions to broader planning.

  • Supporting growth with a more integrated financial lens.

  • Creating a strategy that reflects both business priorities and personal direction.

What you can expect

Wealth Architecture brings together the financial pieces that shape your future. You’ll get strategic support that helps you think beyond the immediate numbers and make decisions with a longer view in mind.

This is not just about managing what is in front of you.
It is about building with intention.

Best for

Wealth Architecture is a fit for founders who:

  • want more than transactional support,

  • are ready for a high-level strategic relationship,

  • need tax, cash flow, and long-range planning working together,

  • and want their business finances to support the life they are building.

How it works

A simple path to the right kind of support

1

Start with a Foundation Call.

We’ll talk through your business, your goals, and what matters most right now.

2

Get a clear recommendation.

Based on what you share, Mae will recommend the tier that best fits your season and needs.

3

Build with a longer view.

You’ll move forward with integrated support that helps you make decisions with more clarity and intention.

FAQ

How is Wealth Architecture different from the other tiers?
Wealth Architecture is the most integrated and strategic level of support. It connects tax, cash flow, and long-range planning around a bigger vision.

Do I need to be at a certain size to qualify?
Not necessarily. The right fit depends on complexity, goals, and the level of strategic support needed.

Can I start with a lower tier and move into this later?
Yes. Many founders begin with Foundation or Financial Architecture and expand into Wealth Architecture as their needs evolve.

Ready for a more integrated strategy?

Start with a Foundation Call and find out whether Wealth Architecture is the right next step.

Book A Foundation Call

  • "Mae has been such an amazing source of guidance and support for us

    …especially in the last year when we've had a lot of strange financial circumstances. We wanted to make sure that they were accounted for correctly - and she was so helpful in making sure that these one-off things were taken care of appropriately!

    In addition, Mae is a rock-star at knowing all of the little nuances in tax code, credits and how to best structure your finances to maximize your earnings. As a self-employed business owner, this has been so beneficial for us. I have so much peace of mind knowing that Mae is watching our finances and making sure we're doing things the right way. Thanks Mae - you're a gem!”

    -Heather R.

  • "Mae is amazing!

    She helped me with my taxes/planning and I now feel in control and like I have a plan. She answers my questions and explains things in a way that's easy to understand and doesn't talk down to me when I don't get it. I love that I have her on my team and have peace of mind. I'm now excited about money and what it can do for me. Highly recommend Mae!!! I can't say enough good things about her!!!!”

    -Shannon G.

  • "Mae was an amazing help for my husband and I this year.

    It was our first time filing since starting our marriage and my business, so I knew there were a lot of intricacies that we wanted to make sure were handled correctly.

    Not only did she prepare our taxes in the best way to make sure we got the highest refund possible, but she kept us in the loop throughout the whole process and even talked us through my husband's unemployment application when he was furloughed due to COVID-19.

    Overall, Mae is an amazing CPA, who is incredibly knowledgeable and cares fiercely about the people she serves.”

    -Renee K.

  • "Mae was recommended to me and I couldn’t be happier!

    I live & own a small business in another state and I felt very confident with the systems & processes Mae uses to make sure they receive all the information they need to do my taxes. Mae was really helpful and made sure that I understood everything. I will be back next year!”

    -Brian O.