DeeDee Baze, CFP® is an expert in Financial Planning who has worked with thousands of households since entering the industry in 2007. She offers a unique approach to financial planning using her proprietary approach of

Soul-Based Financial Planning ™, which is the process of looking inward first and analyzing your relationship with money and also discussing if you believe you have a life purpose. Then helping you on your journey to align your decisions regarding your money with your beliefs and life purpose.

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 an 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 a woman, Trish Prawl, CFP ®️, CPA , 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 with Trish cheering her on.

As life went on, DeeDee left the firm where she worked with Trish to move to Colorado. She worked for a local credit union for the next five years as a financial advisor. The pandemic in 2020 was the catalyst for her to reexamine her life and what truly made her happy. She wanted to follow in Trish's footsteps and own her own firm.

She was becoming exhausted at the credit union 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 intention of not having more than 75 households total in her book.

By starting her own firm, she was also able to align her own values and work on doing what she could to lower her carbon footprint and honor her beliefs. 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 Bill and Anne Bachrach for Values Based Financial Planning ™, she decided to take their philosophy to a deeper level and incorporate a strategy to understand one's relationship with money and identify a potential life mission or soul purpose as the foundation for planning a financial future. She is the author of the book, Soul-Based Financial Planning which was released March, 2022.

With her firm growing and her clients needing more tax help, she decided to open a firm specifically for tax preparation: Alphemita Tax Services after she secured her EA (Enrolled Agent) certification to give her clients the highest level of tax advice.

It's her vision to be able to offer the most comprehensive advice to her clients all in one place.