Making a Difference Together

Align your MONEY with your SOUL
Develop a FINANCIAL PLAN that
honors YOU
So you can LIVE YOUR LIFE by design

by using

SOUL-BASED FINANCIAL PLANNING
&
Sustainable Investing.

Specializing in High Net Worth Individuals & Families



⭐Fee-Only Fiduciary⭐
Contact me today by clicking the button below!

About 


About About 

About the Owner
DeeDee Baze, CFP® loves helping highly successful, very passionate people use their money in a way to express their deepest held ideals and values to honor their soul. She is an expert in Financial Planning who has worked with thousands of households since entering the business in 2007. She offers a unique approach by combining Soul-Based Financial Planning and Sustainable Investing to help people honor who they truly are.

When asked the best way to describe herself, she said, "I have the heart of a kindergarten teacher, the sense of humor of a middle school teacher, but the credentials of a stock broker."

DeeDee received her undergraduate degree in Education from Oklahoma State University as well as completed post graduate work in the area of Psychology. She spent a decade and a half teaching in the public school system. First as Elementary Science Teacher then moved to Middle School Mathematics for the majority of her career. After leaving the classroom she obtained multiple insurance licenses such as life, health, disability and property/casualty. Working in the insurance industry for several years she learned a lot but found her true passion in securities and financial planning after meeting woman, Trish Prawl, who would become her mentor and role model. She completed post graduate courses at the College for Financial Planning in preparation to pass her CERTIFIED FINANCIAL PLANNER™ Exam which she passed on the first attempt. She is a life long learner who loves to read. She usually is reading three different books at a time, one for professional growth, one for personal growth, and one for health. She will often write reviews for the authors she reads. She will occasionally throw in a fantasy novel to mix things up.

The pandemic in 2020 was the catalyst for her to reexamine her life and what truly made her happy. She was working at a credit union at the time with over 650 clients in her book of business. She felt her life was out of balance. She commuted an hour, worked 8 hours, commuted an hour home then would work into the evening on financial plans. Went to bed, to do it again the next day. She was becoming exhausted and felt she had way too many clients to give them the care they truly needed. So she took a leap of faith and started her own firm with the intent of not having more than 100 clients total.

By starting her own firm she was also able to align her own deepest values and work on doing what she could to lower her carbon footprint and honor who she truly was. She struggled working in a predominantly man's world feeling like a bit of an outsider so when she left she realized it was the best decision she could have made in her career. She brings a softer more compassionate touch to financial planning and investing. She believes in aligning your inner self with your money. She believes in contributing to the greater good. All these things she was able to weave into her practice and now only works with clients who want the same thing for themselves.

After studying under the amazing Bill and Anne Bachrach for Values Based Financial Planning(tm), she decided to take their philosophy deeper and look at honoring one's soul while planning for one's financial future. She is the author of the forthcoming book, Soul-Based Financial Planning which will include a workbook and DIY course as well.


About the Firm

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

  • Ongoing Financial Planning
  • Investment Management Services focused on sustainability and ESG criteria
  • Social Security Timing
  • Retirement Income Planning
  • Tax Planning
  • Charitable Giving
  • Personal CFO Bundled Services
  • Tax Preparation (through XY Tax Solutions)
  • Estate Plans (through an approved Estate Attorney) 

As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice.

The firm meets with clients remotely. 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 Alphemita:
The meaning behind the name!

Finally I'm a member of the following groups:




Financial Plan


$3000

Financial Plan

  • *Price of plan is between $1500 & $3000 depending on complexity.
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: Deposit of 1/2 the total cost is required to start the initial financial plan.
  • Step 5: Financial Plan Delivery Appt - remaining balance due.
  • Potential 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

Investing Services


fLAT aDVISORY fEEs


$1000Month

Level 1 Investing Flat Fee

  • For investible assets < $2 million
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
  • Step 5: Financial Plan Delivery Appt - remaining balance due at this time.
  • Step 6: Monthly payments of $1000 set up to start the month after the Financial Plan Meeting.
  • Step 7: Quarterly Investment Reports
  • Step 8: Annual Review of Investments & Financial Plan Updated
$1750Month

Level 2 Investing Flat Fee

  • For investible assets of $2 million - $4 million
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
  • Step 5:Financial Plan Delivery Appt - remaining balance due at this time.
  • Step 6: Monthly payments of $1750 set up to start the month after the Financial Plan Meeting.
  • Step 7: Quarterly Investment Reports
  • Step 8: Semi- Annual Review of Investments /Financial Plan Updated
$2500Month

Level 3 Investing Flat Fee

  • For investible assets $4 Million (+)
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: To hire us a deposit of 1/2 the cost of the financial plan is required.
  • Step 5: Financial Plan Delivery Appt - remaining balance due.
  • Step 6: Monthly payments of $2500 set up to start the month after the Financial Plan Meeting.
  • Step 7: Quarterly Investment Report
  • Step 8: Quarterly Progress Meetings/ Financial Plan Updates

Your personal cfo


$3000Month

Bundled Services

  • What's included:
  • FINANCIAL PLAN (with a CFP® Professional)
  • BILL PAY (through Bill.com)
  • INSURANCE ANALYSIS
  • INVESTMENT ADVISORY SERVICES
  • PHILANTHROPIC STRATEGIES
  • TAX PREPARATION (through XY Tax Solutions)
  • ESTATE PLAN AND WEALTH TRANSFER STRATEGY(with an approved Estate Attorney)
  • PERIODIC REPORTING AND PROGRESS CHECKS
  • Step 1: Initial Consultation (free)
  • Step 2: What Makes You Happy? (free)
  • Step 3: Complete Financial Questionnaire (free)
  • Step 4: $1500 deposit is required to start the initial financial plan.
  • Step 5: Financial Plan Delivery Appt - remaining $1500 due
  • Step 6: Monthly payments of $3000 set up to start the month after the Financial Plan Meeting.
  • Step 7: Set Up Bill Pay
  • Step 8: Monthly Bill Pay Reports
  • Step 9: Quarterly Investment Performance Reports
  • Step 10: Ongoing progress checks and updates
  • Potential Topics covered:
  • Cash  Flow  and  Debt  Management
  • College  Savings
  • Ongoing Financial  Goals
  • Insurance Analysis
  • Investment  Analysis
  • Retirement  Planning
  • Risk  Management 
  • Tax  Planning  Strategies
  • Estate  Planning Strategies
  • Charitable Giving Strategies

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


I get this question all the time. In my opinion, spending habits don’t just magically change. They were developed over your life time so start your retirement planning process early to accommodate them. Here are the steps I take with people who don’t know projected spending in retirement:

Read More  

The following 5 fabrics should be avoided for the reasons listed above. If you want more details about each of them, I am including links to articles that explain why they are bad for the environment.

Read More  

At Spirit Road Travel we’re obsessed with Finland right now and “Fin-relaxing". The Fins KNOW HOW to find peace and quiet. The 2018, 2019, 2020 and 2021 United Nations World Happiness Report named Finland the happiest place to live in the world! No surprise when you consider the ingrained wellness culture. Nature plays a huge role in enabling Finnish well-being. We’re talking about deep-diving into nature’s bounty!

Read More  

Pornography is for adults and has explicit videos, photographs, and stories all for the purpose of arousal. I don’t see much difference in the way stock market volatility is conveyed. Think about it. When the stocks drop, it makes the news. Articles are written and videos are made, and people start commenting on social media: Is the market crashing big or is this just a correction? Should I move to cash? Wait, maybe this is the dip they talk about, and I should buy. Do I buy or sell? Hide in cash or buy at a discount? This is making me nervous. I should do something?

Read More  

Amy Morin has an incredible story and advice on becoming mentally strong.

Read More  

I enjoy having other people prepare my food. I sometimes work long hours and don't think about eating dinner until I'm already hungry. This past week I have been enjoying chef prepared meals delivered to my home from Veestro. I also use Hello Fresh and have tried Green Chef as well. My biggest issue is the guilt I feel with a lot of their packaging. Even though it's labeled as "recyclable", much of it is not accepted at my recycling center. So I was in for a big surprise when Veestro packaged their meals in a water soluble foam packaging!!! As soon as I took the meals out of the cardboard box, sure enough I hastily made my way over to my kitchen sink and ran water over the foam. It disappeared within minutes. Had I thought about it half a second, I would have included a video or at least pictures. But I was so pumped I totally forgot.

Read More  

His stance that "“For most people, the best thing to do is to own the S&P 500 index fund.” is a philosophy that I just simply DON’T agree with.

Read More  

We hear that saying a lot, think we know what it means, but what does it look like? We see things on tv about a secret boss changing lives through financial gifts, or a stranger paying for someone's surgery, but it’s not always a grand gesture. Sometimes it’s just people being themselves and just being good human beings. I want to share with you how a family’s kindness made a tremendous impact on my life.

Read More  

The world is facing serious environmental challenges due to our un-ecofriendly choices. Most of us don’t even realize that how many single use plastic products we consume daily. Plastic is one of the main cause of ocean and land pollution. There are various products you can use as an alternative of plastic ones to sustain a healthy environment for not just human beings, but also the animals. You can start with making small changes in your kitchen which is an integral part of every household. Below are some eco-friendly options you can use as a replacement for plastic products to reduce your plastic consumption.

Read More  

The Transformational Journey of a Doctor Who, After Bypass Surgery at 61, Ran Marathons and Climbed Mountains.

Read More  

Timing the Market vs Buy and Hold: Things to Consider Should I try to time the market or shall I hold an asset for the long term? This is one of the most common questions asked by millions of people these days. I know I am asked this often. I’ll just say there are two sides to this debate. Most financial Advisors believe that timing the market is a bad idea. Still, the financial media and analysts seem to consistently encourage it. In this article, we will look at both the investment philosophies.

Read More