Alphemita Financial Services
Fee-Only financial planner located in Estes Park, CO serving the entire region and clients across the country
Donita "DeeDee" Baze is a Estes Park, CO fee-only financial planner. Alphemita Financial Services provides comprehensive financial planning, financial coaching, and investment management focused on sustainability and ESG criteria to help outdoor enthusiasts, LGBTQ+ individuals and families, divorced women and high net-worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, DeeDee Baze is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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:
- CERTIFIED FINANCIAL PLANNER™
- Member of NAPFA (The National Association of Personal Financial Advisors)
- Member of XYPN (XY Planning Network)
- Member of FPA (Financial Planning Association)
- Member of Fee Only Network
- Member of Estes Chamber of Commerce
DeeDee Baze is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Making a Difference Together
We believe in human rights, our planet, and you! That is why we at Alphemita Financial Services use values-based financial planning and recommend sustainable investing. We are fee-only, meaning we receive compensation solely from the fees clients pay from their services. In other words, we do not earn commissions or kickbacks for recommending certain products. We believe a fee-only structure reduces potential conflicts of interest and recommendations will be made in YOUR best interest. We are as transparent as we can be. We are a virtual firm. Everything we do can be done through conference calls, uploaded paperwork via protected software programs, email and mail. Because of this structure we can work with people in all 50 states.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- LGBTQ Couples and Families
- Divorced Women
- Sudden Money Situations
- Outdoor Enthusiasts
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
DeeDee Baze is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
DeeDee Baze is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
DeeDee Baze is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
DeeDee Baze is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact DeeDee Baze
453 East Wonderview Ave
Unit 3 PMB 207
Estes Park, CO 80517