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Does this video describe you?

If it does, read on.

We are a woman-owned firm and offer ethical financial guidance, free from pushy sales tactics or demeaning chatter!

We focus on investing that can make an impact on the climate, social issues, human rights issues, and transparency in corporate governance.

We believe we can make the world a better place together.

The first step in working with you is helping you understand your relationship with money.

The second step is creating a financial plan that aligns with your core values.

Our next steps are helping you invest in a way that represents what you believe, offering ongoing investment and financial planning advice as well as tax advice and preparation.

You spend your time helping the world so we want to help you!

We are

FEE ONLY!

(Meaning we won't sell you shit you don't need. We don't sell insurance products like annuities or any type of insurance. We just advise you on them. We do not make commissions off of financial products, nor do we accept referral fees. We are paid to give you advice in YOUR best interest.)

We are a woman-owned, virtual financial planning firm helping other women

all over the United States to

Own Your Financial Futures

&

Make Your Money Matter!


I'm the owner and founder of Alphemita Financial Services, and you have my word that we focus on holistic planning discussing your family, health, finances, and your life mission!

We offer:

Financial Plans
Ongoing Financial Planning & Investment Advice

Tax Planning

Estate Planning

Tax Preparation

All done with intention, compassion, and a little badassery because I'm a planet-loving, feminist myself.

Do we sound like what you are looking for and you'd like to know more about what we offer?

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Want to know more about our philosophy? Order Your FREE Copy of my book today!


Would you like guidance on understanding your relationship with money?

Would you like help aligning your money with your life purpose?

Would you like help preparing to meet with a financial planner before you ever step foot in their office?

Would you like help getting your financial sh*t together?

Then order your free copy today!

Alphemita LLC (Alphemita Financial Services) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Alphemita LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.Alphemita Financial Services does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Alphemita Financial Services be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Alphemita Financial Services or a Alphemita Financial Services authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. Alphemita ADV Part 2A_2B 2023  can be found here and on our website www.alphmita.com

DeVries, Henry. "5 Characteristics Trusted Advisors Exhibit To Attract High-Paying Clients." Forbes.Com, 26 Mar. 2022, www.forbes.com/sites/henrydevries/2022/03/26/5-characteristics-trusted-advisors-exhibit-to-attract-high-paying-clients/?mc_cid=c9dac91f12&mc_eid=7ebffba179&sh=1abfa17e46df

Gerstner, Lisa. "The Retiree's Guide to Going Back to Work." Kiplinger.Com, 26 Jul. 2022, www.kiplinger.com/retirement/604989/the-retirees-guide-to-going-back-to-work

Sleight, Mandy. "Expert Advice: Finding the Best Life Insurance." MoneyGeek.Com, Updated 14 Aug. 2023, www.moneygeek.com/insurance/life/best/#expert=deedee-baze-cfp

Courtnell, Jane. "Alphemita Financial Services: Offering Sustainable Finance Solutions and Planning (With ESG Investments and a Green Culture)." GreenBusinessBureau.Com, 10 May 2022, www.greenbusinessbureau.com/blog/sustainable-fi


YOU'LL LEARN THIS

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PLUS SOME OF THIS

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AND A BIT OF THIS

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YOU CAN BECOME

THE ONE

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John Smith | CEO of This

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