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May Behind the Scenes with Rhonda

June 01, 20234 min read

What’s happening at Alphemita?? Well, let me share with you!!

My mister and I moved to our new place.  We’re really enjoying how much light and open space we have. There are a few things left on the landlord’s list of things to do and it doesn’t help that it has rained almost every day since we moved in. Our landlord has given me permission to landscape as I see fit and plant anything I want to.  That made my heart happy!  I’ll get on that as soon as they are finished with the fence, I don't want my little seedlings to be trampled!  But all in all it feels like a fresh start. 


The room I claimed as my office is the smallest in the house, but just perfect for me to sit and watch the birds at the feeder while I work.  I may have to get a book on all the Oklahoma Birds- I think my mister isn’t as thrilled as I am when a new bird comes to visit (and I send him a pic to identify the type, because I do not know!)  I love watching them as they sit on the feeders,  fly around in the side yard, and call to each other. And my coworker (Boomer, our beagle) is loving the new arrangement too! 


I tell you all of this because as humans, we tend to want things to stay the same. We forget how good changing things up can be!  And how beneficial it can be to have a new set of eyes on things.  DeeDee & I have met with a business coach from Blue Heron Business Partners, Emily Bisson. She asked a few questions and made some recommendations that have also been a breath of fresh air for both of us.  Like while sitting at my window, I feel my creative juices flowing when I revisit her recommendations. I actually look forward to continuing to implement her ideas with our Alphemita twist to them. 

Rhonda's Office View

So, do you want to know what’s new?? 


We’ve been working hard to get things streamlined.  DeeDee’s vision is for us to have time to do the things that really matter.  Here! Here!


FREE BOOK OFFERINGS:

DeeDee is giving FREE copies of her book, Soul-Based Financial Planning, to anyone who wants it.  

This link will take you to our store where you can choose the free digital version or the paperback version. Our gift to you! Both the digital and paperback versions of the book are free, the paperback has $9.99 S&H: https://bit.ly/SoulBasedBookOffer


INSTANT NOTES FROM MEETINGS

We have found a new app that automatically records and transcribes zoom meetings! Now, I know that may not be as exciting to you as it is to us… but holy cow this makes documentation on client/prospect zooms so. much. easier!!! Fathom (that’s the app) + our text tracking app + our email tracking app = awesomeness dipped in amazing sauce WITH sprinkles and whipped topping!!  I would add more exclamation points, but you get the idea! 


ONLINE COURSES

The company that we switched to for web hosting is also managing the online courses we have! We have 2 based on DeeDee’s book:  Soul-Based Retirement Planning and Soul-Based Financial Planning.  And the automation they help us provide helps keep things on track. 



LADIES NIGHT

We’ve added a monthly Ladies Night In for kind, 50+ women who want to make new friends, and have a little fun. We had a blast on our first Ladies’ Night on 5/25!  It was amazing to get to have a relaxed, fun time with other women in a no judgment zone! To join us on June 22nd (4pm mtn, 5pm central, 6 pm eastern) just click this link and we’ll add you to our list: https://bit.ly/AlphemitaLadiesNight



MONEY TALK LIVE
We have added monthly
Money Talk Live segments on social media.  If you’re not FB or LI friends with DeeDee & Alphemita - connect so you can see them.  We have different women guests each month talking about their zone of genius.  They’re fun to watch, I learn something new each time and we usually have handouts! Want to watch some of the previous episodes: You guessed it, here’s the link: https://www.youtube.com/@deedeebaze2405/streams



MORE TIME: 

And, now that we have automated more of our day to day things, we have time to have more authentic, human interactions.  Our days don’t have to be driven solely by the lists of things that must be done! I’m going to repeat that because it’s important… We have time to have authentic, human interactions because these apps have made our to-do lists shorter (and more organized!!) 


So if you’d like to visit with either of us, here is how:



WORKSHOPS:

And, DeeDee is planning to add some workshops in the near future.  Watch for them on social media and our website!  Want to make a suggestion on what to cover? https://bit.ly/AlphemitaWorkshops



I know, I know, I included lots of links in this blog, but I really am very excited to share with you how much is going on with us!  


And I can’t wait to see how all of these changes evolve into what fits us “just right”! 

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Rhonda Baze

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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.


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