About the Firm

We want to be that safe space for you so you can ask all the questions your heart desires without being made feel like you are bothering someone.

At our financial planning firm, we also believe that money is a powerful tool for creating positive change in the world. Our mission is to empower women to make their money matter by providing Soul-Based Financial Planning services that help them align their money with their life purpose and values. We are committed to recommending sustainable investments that not only provide financial returns but also have a positive impact on society and the environment.

Through our work, we strive to create a more equitable and just world where everyone has access to the resources they need to thrive.

As a fee-only, fiduciary and independent financial advisor, DeeDee is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

The firm meets with clients remotely. We work from our home offices and engage with clients in secure, online environments.

We serve clients all across the U.S.

DeeDee Baze, CFP ®️, EA

Author Soul-Based Financial Planning Series

Owner/Founder

Lead Financial Planner/ Tax Preparer

About DeeDee

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.

About Rhonda

Rhonda Baze

Administrative Assistant

&

Marketing Strategist


Rhonda has an extensive work history. She has worked as a home health nurse, an LPN in a large allergy & asthma clinic in OKC, a community liaison for a private duty home care company, and as a home-based network marketer.

She enjoys landscape and wildlife photography, cooking and declares herself a “wanna-be-foodie”. She loves to travel and explore new places.

Best of all she has killer organizational skills and loves helping people.

Trusted Partners

Megan Carter, CPA

Dalene Higgins, Financial Coach

Emily Bissen, Business Coach

Pam Dunwald,

Nurse Advocate

Melissa Windell,

Psychic Medium

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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