Bokeh & Bordeaux works with high-earning professionals and founders seeking structured, long-term financial clarity. Engagements are confidential, deliberate, and built for stability — not noise.
This is where disciplined advisory begins.
Strategy Session — $300
A focused 45-minute session designed to bring clarity to complex or scattered financial situations. You leave with direction and defined next steps.
Schedule your Strategy Session on the Book page.
Ongoing advisory for financial structure and long-term stability.
Core Wealth Mentorship — $1,500/month
Steady guidance and structured oversight for clients building clarity and financial discipline over time.
Private Intensive Advisory — $3,000/month
Dedicated, higher-touch oversight for clients navigating significant transitions or complex financial architecture.
Legacy Wealth Strategy — By Consultation
Comprehensive stewardship for complex financial structures and significant transitions.
Available by consultation.
All mentorship offerings are confidential, NDA-protected, and educational in nature. Bokeh & Bordeaux provides mentorship and strategic guidance — not tax, legal, or investment advice.