Wealth Architecture

You’ve built a successful business. Now it’s time for it to work for you.

Where Most Business Owners Get Stuck

Every financial decision you make in your business affects your life. And every decision you make in your life affects your business. But most financial advice treats them as two separate problems.

So you get answers that are technically correct and completely wrong for you.

Tax strategy that doesn't account for what you actually want to pay yourself. Cash flow planning that doesn't factor in the life you're building. Business decisions made in isolation from the personal goals driving them.

The pieces are all there. Nobody has put them together for you yet.

Get answers that are right for you to questions like

  • How much should I be paying myself?

  • What do I need to do to develop more consistency in my cashflow?

  • How can I make more money without working more hours?

  • How much do I need to be saving for taxes, hiring, and strategic growth?

THE PHILOSOPHY

Wealth Architecture is built on one belief: your financial strategy should serve your life, not the other way around.

This is not about making your business as profitable as possible. It is about building something that works for you. A business that generates real wealth, supports the life you want, and doesn't require you to sacrifice everything to sustain it.

Most CPAs look at your business in isolation. Mae looks at the whole picture. Your business finances, your personal finances, your tax strategy, your long-term vision, all of it together, because that is the only way to make decisions that actually fit.

The numbers do not exist in a vacuum.

You do not exist in a vacuum.

WHAT CHANGES

When your financial life is built around what you actually want, everything shifts.

You stop making decisions in isolation and start making them with the full picture in front of you.

You know exactly what you're paying in taxes and why, and it's structured to support where you're going, not just where you've been.

You pay yourself intentionally, not whatever's left at the end of the month.

You make bigger moves faster because you already know where you're going.

One of my clients went from running launches every six weeks, exhausted and always chasing, to three a year. Her revenue went up. Her hours went down. That's not magic. That's what happens when your financial life is designed around what you actually want.

WHAT’S INCLUDED

Wealth Architecture is a high-touch, ongoing CFO engagement. Everything is integrated: your business finances, your personal finances, your tax strategy, and your relationship with money itself.

The Work

  • Monthly or biweekly CFO Sessions

  • Compensation & Distribution oversight

  • Personal finance integration

  • Year-round tax monitoring

  • Quarterly tax planning

How We Work Together

  • Direct access via Telegram, Monday, Tuesday, and Thursday

  • Tax preparation available as an add-on for clients who want filing handled in the same place

THIS IS NOT FOR EVERYONE

Wealth Architecture is for the woman who has built something real and is ready for it to work for her.

She is not looking for a bookkeeper, a tax preparer, or a course to take on her own. She wants her CFO. Someone who knows her numbers as well as she does, is invested in where she is going, and is in her corner for every decision along the way.

If you are still in the early stages of building, we have other ways to support you. But if you are making real money, ready to add the next layer, and done making financial decisions alone, this is for you.

THE INVESTMENT

Wealth Architecture is not a monthly check-in. It is an ongoing CFO relationship built around your business, your life, and where you are going.

You get someone who knows your numbers as well as you do, is in your corner for every decision, and is building alongside you month after month. The tax strategy, the cash flow clarity, the financial architecture, all of it working together, all of it designed around the life you are building.

Wealth Architecture starts at $2,500 per month. The right structure for your business is determined together on your Foundation Call.

Tax preparation is available as an add-on for clients who want filing handled in the same place.

I'm Mae.

I'm a CPA and fractional CFO who has spent years watching brilliant women build successful businesses and then wonder why it doesn't feel the way they thought it would.

The answer is almost never the business. It's that nobody has looked at the whole picture with them. Business over here, personal life over there, taxes somewhere else entirely.

That's what Wealth Architecture fixes. Everything in one place, built around the life you actually want.

Ready to add the next layer?

The first step is a Foundation Call. We look at where you are, where you want to go, and what structure gets you there. No pressure, no pitch. Just clarity.

  • "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.