DeeDee Baze

CFP®

Alphemita Financial Services

Owner

DeeDee Baze

CFP®

Alphemita Financial Services

Owner

I help people align their MONEY with their SOUL Purpose in life// Specializing in SUDDEN WEALTH// Using Soul-Based Financial Planning// Sustainable Investing - DeeDee Baze, CFP®

888-357-6624 ext. 1

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.

  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.

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 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.

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.

 

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • LGBTQ Couples and Families
  • Divorced Women
  • Sudden Money Situations
  • Outdoor Enthusiasts

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • XY Planning Network
    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.

  • Certified Financial Planner (CFP)
    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.

  • Financial Planning Association
    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

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Office Locations:

  • 453 East Wonderview Ave
    Unit 3 PMB 207
    Estes Park, CO 80517

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