Making a Difference Together

Do you believe Kindness Matters?

Do you want to make positive impact on the world?

Are your investment advisory fees more than $36k a year?

If you answered, "YES", to at least 2 of these we've been waiting for you.

We offer Financial Planning that goes beyond money.



What We Do

We provide the following fee-only services after we have found out what you value in life:

  • Financial Planning
  • Comprehensive Financial Planning
  • Hourly Financial Coaching
  • Investment Management Services focused on sustainability and ESG criteria
  • Social Security Timing
  • Retirement Income Planning
  • Tax Planning
  • Charitable Giving

As a fee-only, fiduciary, and independent financial advisor, Donita Baze, the owner, is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

We are a virtual business. We do not meet clients in a traditional office space. We work from our home offices and engage with clients in secure, on-line environments such as Zoom (video conferencing) and PreciseFP (file sharing).
We serve clients all across the U.S.

About the owner

About the owner
I'm DeeDee Baze, CFP® . I am the owner and founder of Alphemita Financial Services. I thank you for visiting the firm's site. Here are a few things about me:

❤️ I grew up with very little money knowing I wanted better for myself and my future family.
❤️ Being a Financial Planner is my second career. My first career was teaching Middle School Math in Oklahoma.
❤️ I've been happily married to the love of my life since 1986. He is in his second career as well as a Park Ranger. 👫
❤️ We have 2 amazing daughters and 1 amazing daughter-in-law. They are our world. 👩👩👩
❤️ I am an ally of the LGBTQ+ 🌈community.
❤️ I love animals. 🐕
❤️ I love people. 🙌
❤️ I love numbers. 🧮
❤️ I believe in equal rights for all.
❤️ I believe in doing what we can to save our planet.🌏
❤️ I am a philanthropist.
❤️ I am 80% Vegan. 🥕
❤️ I want to make a difference in this life. I want to be known as someone who is kind, generous, knowledgeable, loving, and someone who tried to make the world a better place.
❤️I named the firm, Alphemita, by combining the following 3 words: Alpha...Female...Donita. Though Donita is my given name, I was named after my late grandmother who ended up raising me. This is my tribute to her. I called her mom growing up and at the age of 18 I signed my own adoption papers to make it legal.
So, mom, this is for you. 💕

I am a part of the following professional organizations as well:

Investing Services

Comprehensive Financial Planning Services



COMPREHENSIVE Financial Planning

  • IDEAL for those with
  • $4-$10 million in assets and/or
  • an income of 200K+ a year.
  • NO ADVISORY FEES on investments held with us &
  • Step 1: Initial Consultation (free)
  • Step 2. 20 minute Overview Appointment.(free)
  • Step 3: Complete Financial Roadmap (free)
  • To hire us a $1500 deposit is required to start the initial financial plan.
  • Step 4 Financial Plan Appt (remaining $1500 due).
  • Step 5. Monthly payments of ($3000) set up to start the month after the Financial Plan Meeting.
  • Step 6. Periodic Progress Meetings scheduled (to fit your needs-minimum 4x per year).
  • Topics covered:
  • Cash  Flow  and  Debt  Management
  • College  Savings
  • Ongoing Financial  Goals
  • Insurance Analysis
  • Investment  Analysis
  • Retirement  Planning
  • Risk  Management 
  • Tax Preparation
  • Tax  Planning  Strategies
  • Estate  Planning Strategies
  • Charitable Giving Strategies
  • Quarterly Progress Meetings for Accountability
  • Quarterly Updates to Financial Plan
  • Quarterly Reports

Money, the Earth and You!

Monthly Newsletter

Making a Difference Together



  • 453 East Wonderview Avenue, Estes Park, CO, USA
  • Unit 3 PMB 207

Financial Planning that goes beyond money. We Specialize in Helping Kind & Compassionate People To Make Smart Choices with Their Money so They Can Make a Positive Impact in Their Own Lives and on Our World. We are located in the small mountain town of Estes, Park CO (an hour from Boulder and an hour and a half from Denver, CO) We work with clients in all 50 states through Zoom calls, phone calls, email, and file sharing through secure software programs. Schedule your complimentary consultation today!


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