Clarity, structure, and long-term financial calm. Bokeh & Bordeaux provides private, high-touch financial guidance for individuals who want simplicity, confidence, and a clear path forward.
The recommended starting point for new clients.
This session is designed to bring clarity to complex or scattered financial situations and outline practical next steps.
Best for: Those seeking focused insight and structure without committing to ongoing work.
Designed to deliver direction, not overwhelm.
Designed for returning clients who want focused guidance on specific financial decisions, scenarios, or next steps.
These sessions are practical and situational — addressing what’s in front of you now, not starting from scratch.
Best for: Clients seeking clarity around timing, trade-offs, or upcoming decisions without committing to ongoing mentorship.
Designed to support decisions, not overcomplicate them.
Ongoing private mentorship focused on clarity, structure, and sustainable progress. Confidential, goal-driven, and tailored to your evolving financial landscape.
Designed for clients who want steady guidance while building financial structure and clarity over time.
This engagement focuses on organizing priorities, improving decision-making confidence, and establishing a sustainable financial rhythm without intensity.
Best for: Clients seeking ongoing support and structure without the pace of higher-touch mentorship.
Built for consistency, not urgency.
Designed for clients who want faster progress, deeper involvement, and more frequent strategic guidance.
This level provides tighter feedback loops and active support around decisions, transitions, and execution as they arise.
Best for: Entrepreneurs and professionals managing complexity who value responsiveness and momentum.
Designed to accelerate clarity, not create pressure.
Designed for clients or families seeking comprehensive, long-term financial stewardship beyond standard monthly mentorship.
This work is bespoke and intentionally limited, shaped around complex needs, structures, and long-range considerations.
Best for: Those navigating significant assets, business transitions, or multi-layered financial responsibilities.
Available by consultation. Built for stewardship, not scale.
Bokeh & Bordeaux delivers calm, clarity, and structure through intentional conversations around wealth, mindset, and modern legacy.
Designed for private groups, leadership teams, and organizations seeking grounded conversations around money, decision-making, and long-term financial thinking.
Sessions emphasize practical frameworks and real-world trade-offs—helping participants think more clearly without hype or prescriptive advice.
Best for: Executive teams, private organizations, and curated groups seeking thoughtful discussion over generic financial presentations.
Designed to prompt clarity, not applause.
**Travel and related accommodations are arranged and invoiced separately to ensure a tailored experience for each engagement.**
All mentorship offerings are confidential, NDA-protected, and educational in nature. Bokeh & Bordeaux provides mentorship and strategic guidance — not tax, legal, or investment advice.