DeeDee Baze
CFP®
Alphemita Financial Services
Owner
DeeDee Baze
CFP®
Alphemita Financial Services
Owner
Comprehensive Financial Planning Services Specializing in Divorce, Death of a Spouse, Inheritance, or Planning for Retirement - DeeDee Baze, CFP®
Fee-Only financial planner located in Estes Park, CO serving the entire region and clients across the country
Donita "DeeDee" Baze is an Estes Park, CO fee-only financial planner. Alphemita Financial Services provides virtual comprehensive financial planning to high-net-worth couples and women. 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 life's purpose. 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. which looks a person's relationship with money before talking about their financials.
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.
Previously she worked as a financial advisor in a credit union as well as a boutique firm for high-end clients. She created her own firm to further pursue working as a fee-only fiduciary specializing in working with high-achieving women.
She is the author of the book, Soul-Based Financial Planning: A Guide to Understanding Your Relationship with Money and Aligning with Your LIfe's Purpose. It 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
-
DeeDee Baze is a NAPFA-Registered Financial AdvisorThe 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 NetworkThe 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 VerificationCFP® 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.
-
DeeDee Baze is the Author of "Soul Based Financial Planning: A Guide to Understanding Your Relationship with Money and Aligning with Your Life's Purpose."
-
DeeDee Baze is Quoted in MarketWatch: "I’m a 61-year-old flight attendant who wants to retire at 70. I’ll have a $900 per month pension and will get Social Security, but only have $150K in my 401(k). Should I get professional help?"
-
DeeDee Baze is Quoted in Forbes: "5 Characteristics Trusted Advisors Exhibit To Attract High-Paying Clients"
-
DeeDee Baze is Quoted on The Sound Dollar: "What to Know About Universal Life Insurance"
-
DeeDee Baze is Quoted on Kiplinger: "The Retiree's Guide to Going Back to Work"
-
DeeDee Baze is a Featured Guest on the That Gratitude Guy Podcast
-
Alphemita Financial Services is a Member of the Green Business Bureau
-
DeeDee Baze is a Member of the Estes Chamber of Commerce
Contact DeeDee Baze
Office Locations:
-
298 Meadowview Drive
Estes Park, CO 80517 -
453 East Wonderview Ave
Unit 3 PMB 207
Estes Park, CO 80517
