How to Save $150K+ in Taxes and Build Wealth Systems That Work Harder Than You—Without Shady Loopholes,
Burnout, or Confusing Strategies
You’re making great money, but it’s not building the life, legacy, or leverage you know is possible. The Wealth Shift helps you finally reclaim control - w/o band aid strategies, risky investments, or DIY tax hacks.
How to Save $150K+ in Taxes and Build Wealth Systems That Work Harder Than You—Without Shady Loopholes,
Burnout, or Confusing Strategies
You’re making great money, but it’s not building the life, legacy, or leverage you know is possible. The Wealth Shift helps you finally reclaim control - w/o band aid strategies, risky investments, or DIY tax hacks.
You’re the one everyone looks to for stability.
You’ve scaled a business from the ground up. You’ve generated the leads, closed the sales,
delivered the results and built the business. But the more you grow, the heavier it all feels to hold.
You’re watching 5 to 6 figures go to taxes each year, wondering if there’s a smarter way.
You’re seeing five-figure deposits hit your account—but you still feel anxious opening your banking app because you’re not sure where it’s all going.
You’ve crossed $250K, maybe even $1M—but without the right systems, it still feels like your success is built on sand instead of a solid foundation.
It’s not that you’re not successful.
It’s that your success is unsustainable without better systems behind it.
WHY THIS IS HAPPENING
No one teaches entrepreneurs how to hold what they've built— especially not women, founders of color, or first-generation earners.
You were told to work hard. Sell more. Hire a bookkeeper. But no one handed you the playbook for building tax-free income, protecting your legacy, and creating wealth that’s not tied to your output.
You kept pushing. You made more. But you still don’t feel free. You’ve built what others dream of, but you're still up late hoping one wrong move won’t knock it all over.
THE WEALTH SHIFT
HI! I'm Lake
I’ve built a successful tax firm, helped my clients save over $1 million in taxes, and created a 6-figure passive income stream that’s completely tax-free. I also manage a real estate portfolio valued just shy of $1 million—all designed to work harder so I don’t have to.
But I didn’t start here.
I’ve been a business owner for over 10 years—while also working full-time as an engineer in corporate. I studied industrial engineering and business accounting because I thought working hard and collecting credentials would guarantee financial security.
But even with the degrees, I was overworked, burnt out, and still not building wealth. I was making money, but none of it felt sustainable. None of it felt free.
No one teaches high earners how to actually keep what they make, structure it properly, or grow it intentionally. So, I figured it out myself—through tax codes, late nights, and years of helping others untangle their finances.
If you’re tired of the hustle, if your income looks good on paper but feels chaotic behind the scenes, if you know there has to be a smarter way…
You’re right. There is.
And I’ll show you how to create systems that make your money, not you do all the heavy lifting, in The Wealth Shift.
And I’ll show you how to create systems that make your money, not you do all the heavy lifting, in The Wealth Shift.
You and I both know you can’t hustle your way to wealth. Let’s build wealth with true freedom at the center.
I know you’re ready to stop overpaying in taxes, have your money make babies, and build wealth that lasts. This is your shift.
THE W. E. A. L. T. H. FRAMEWORK
Inside The Wealth Shift, we implement my signature W.E.A.L.T.H. Framework—a six-pillar methodology engineered
to help you keep, grow, and protect what you’ve built:
W — Wealth-Focused Tax Strategy
No more overpaying the IRS. We reclaim 5–7 figures in missed savings and reinvest them into your future.
E — Entity + Asset Structuring
Align your business, income, and assets to build true leverage and reduce liability.
A — Automated Cash Flow
Create financial systems that stabilize your revenue, simplify decisions, and ease mental load.
L — Legacy Planning
Build a financial future that lasts through trusts, insurance, and smart wealth transfer strategies.
T — Time + Team Leverage
Step out of day-to-day operations with structures that support growth—even when you step back.
H — Holistic Wealth Habits
Shift the way you think, spend, invest, and lead—so your money compounds even when you're offline.
This framework doesn’t just increase savings.
It transforms how you lead your life.
WHO THIS IS FOR
The Wealth Shift is built for you if:
You’re a coach, consultant, agency owner, or service-based CEO earning $250K–$1M+ annually
Your revenue has grown, but your financial strategy hasn’t kept pace
You know you’re overpaying in taxes—but don’t know where to start
You’ve got a team, offers, and systems—but no true plan for your money
You’re tired of making more just to feel like less is working for you
You want a different level of wealth. Not just income,
but intelligent infrastructure that frees you from financial chaos.
WHO THIS IS FOR
The Wealth Shift is built for you if:
You’re a coach, consultant, agency owner, or service-based CEO earning $250K–$1M+ annually
Your revenue has grown, but your financial strategy hasn’t kept pace
You know you’re overpaying in taxes—but don’t know where to start
You’ve got a team, offers, and systems—but no true plan for your money
You’re tired of making more just to feel like less is working for you
You want a different level of wealth. Not just income,
but intelligent infrastructure that frees you from financial chaos.
WHO THIS IS NOT FOR
The Wealth Shift™ is not for everyone—and that’s intentional.
This experience is not for you if:
You're still trying to hit consistent $10K months
You’re looking for a DIY course or budget-level tax tips
You’re not ready to open up your books, face your numbers, and lead your finances with intention
You’re resistant to long-term thinking and only focused on your next launch or refund.
This isn’t a band-aid. It’s a complete shift in how you build, keep, and grow wealth.
If you're looking for fast hacks or surface-level support, this isn't the space for you.
But if you’re earning real money and ready to move like the CEO you are — You’re in the right place.
WHAT YOU’LL WALK AWAY WITH
Inside The Wealth Shift, we implement the full W.E.A.L.T.H. Framework to help you
restructure your finances, reclaim control, and build long-term wealth.
Here’s what you’ll receive:
W — Wealth-Focused Tax Strategy
⁌ A custom forward-facing tax plan
⁌ $30K–$150K+ in projected tax savings
⁌ 8–12 new strategies aligned with your income
E — Entity + Asset Structuring
⁌ Optimized income flow across LLCs, S Corps, holdings, and trusts
⁌ A structure that reduces self-employment tax on six figures of income
⁌ 100% personal asset protection from liability
A — Automated Cash Flow
⁌ A complete cash flow system tailored to your business
⁌ 3–5 automated accounts for taxes, operations, profit, and investing
⁌ Predictable monthly allocations that eliminate surprise tax bills
L — Legacy Planning
⁌ A foundational legacy plan to protect your wealth
⁌ Tools to avoid probate and preserve generational assets
⁌ Strategic steps to reduce estate tax exposure by 30–40%
T — Time + Team Leverage
⁌ A revised team and calendar structure that frees up 10–20+ hours/week
⁌ Redirection of $40K–$100K in labor into tax-deductible expenses
⁌ A compensation model that increases your personal income with less effort
H — Holistic Wealth Habits
⁌ Monthly Wealth CEO Days and financial rituals
⁌ Clarity on spending, saving, and investing with purpose
⁌ Systems that support sustainable energy, focus, and capacity
CLIENT RESULTS
"It’s the smartest financial move I’ve ever made.”
“I’d made over $700K, but I had no idea where the money was going. Lake helped me organize everything, save over $100K in taxes, and finally build a real wealth plan."
— 7-Figure Business Mentor
"Highly recommend this"
“Before The Wealth Shift™, I felt like I was guessing. After? I feel like a real CEO. I have structure. Strategy. And for the first time—I’m not starting every year from scratch.”
— Consultant & Speaker
"Highly recommend this"
“Lake helped me create an actual plan for my future—not just my next quarter. The tax savings were huge, but the clarity was priceless.”
— Digital Product Business Owner
You didn’t build a successful business just to keep operating in survival mode. You’re past the stage of figuring it out as you go. Now it’s time to own your wealth.
If you’re ready to trade overwhelm for clarity, overpaying for strategy, and guessing for structure…
Apply now for
The Wealth Shift!
This is for entrepreneurs who are done hustling and finally ready to hold what they’ve built.