A private, one-hour mentorship meeting or call to assess your financial foundation, identify friction points, and outline your first 1–2 actionable wins.

Confidential, structured, and built around the principles behind Bokeh & Bordeaux’s wealth systems.

A focused, one-hour mentorship appointment designed to address a specific financial question, challenge, or decision.

Each session is tailored to your current circumstances and guided by the same structured, book-based frameworks used throughout the Bokeh & Bordeaux mentorship.

Whether refining a budget, rethinking debt payoff, or aligning systems to goals, you’ll leave with practical clarity and a next step you can act on immediately.

The Foundation Mentorship is designed to help you establish structure and clarity in your financial life.

It includes two private sessions per month focused on building realistic systems, understanding cash flow, and setting early priorities that create momentum without overwhelm.

Between meetings, you’ll receive tailored guidance and practical frameworks to reinforce new habits and align daily actions with long-term goals.

Every engagement begins with a signed NDA to ensure confidentiality.

The Momentum Mentorship is built for clients who are ready to move beyond structure and into refinement.

It includes four private sessions per month, ongoing accountability, and targeted support between meetings to strengthen financial systems, optimize cash flow, and expand opportunities.

This tier blends strategy with steady rhythm — ensuring each month brings measurable progress while preserving balance and discretion.

All tiers remain fully confidential under your standing NDA.

The Legacy Mentorship is a comprehensive, long-term partnership for clients seeking sustained growth, advanced strategy, and generational clarity.

It provides a bespoke number of sessions per month with expanded access between meetings for advisory support, reviews, and system optimization.

This tier emphasizes preservation, scalability, and alignment — helping you translate wealth into lasting stability and purpose.

As always, all work is conducted discreetly and protected by NDA.

Bokeh & Bordeaux brings the philosophy of quiet wealth and intentional living to the stage; translating structure, clarity, and calm into meaningful conversations about finance, mindset, and modern legacy. Each engagement is crafted to educate, inspire, and help audiences re-imagine prosperity as something built through discipline and design, not noise and haste.

Our workshops are immersive, conversational experiences that turn financial theory into practice. Designed for small groups and private organizations, each session explores the structure and psychology of quiet wealth—helping participants gain clarity, build confidence, and apply disciplined strategies that create lasting calm amid financial complexity.

Bokeh & Bordeaux engages executive audiences with conversations that bridge leadership, clarity, and the discipline of lasting wealth. These sessions explore how structure and perspective shape decision-making—helping leaders move beyond growth for growth’s sake and toward strategy grounded in purpose. Each engagement is designed to challenge convention, refine focus, and leave executives with a renewed sense of balance between success and sustainability.

 For organizations and private gatherings seeking a more tailored experience, Bokeh & Bordeaux offers bespoke speaking engagements shaped around your audience’s goals and culture. Each presentation is thoughtfully crafted to blend insight with intention, connecting the philosophy of quiet wealth to the unique context of your event. From intimate leadership sessions to high-profile conferences, our approach ensures every message resonates with clarity, calm, and purpose.