Reflections

 “Working with David at Bokeh & Bordeaux has been transformative. I came in looking for financial guidance and left with something far more valuable: clarity. David doesn’t just focus on numbers; he helps you build structure, calm, and purpose around your wealth. Every conversation feels intentional, confidential, and grounded in long-term thinking.

His mentorship helped me organize my finances, make decisions with confidence, and finally understand how to align my money with my life.

Bokeh & Bordeaux isn’t just financial coaching, it’s financial clarity refined into an art form.”

 “I came in feeling financially capable but mentally cluttered. There were too many accounts, too many ideas, and not enough structure.

What stood out immediately was the pace. Nothing felt rushed or transactional. We slowed everything down and rebuilt my financial picture from first principles, what matters, what doesn’t, and what actually moves the needle.

The value wasn’t in being told what to buy or sell. It was learning how to think clearly about money again.

The result is quieter. More intentional. I’m no longer reacting, I’m operating with confidence.”

 “I came in expecting a conversation about money. What I didn’t expect was how much of it would be about decision-making.

Instead of being told what I should do, I was asked better questions than I’d ever asked myself. We slowed things down and examined why I’d made certain choices in the past and what I wanted the next decade to look like.

There were no grand promises and no sense of urgency. Just practical structure and honest trade-offs.

I didn’t leave feeling ‘fixed.’ I left feeling equipped. I now make financial decisions with intention instead of momentum, and that shift has carried into other areas of my life as well.”