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.

About 


About 

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


Pricing


$3000Month

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 &
  • TAX PREPARATION IS INCLUDED
  • 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

 

Contact


  • 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!


Blog


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