Who are you?
What's your relationship with Money?
Your energy around Money?
Do you have a Life Purpose?
What do you need help with?
Where are you now financially?
What are your financial goals?
What do you value most in life?
Where do you want to go from here?
Hire us to do a financial plan.*
All are important in creating a financial plan for you.
We will work together to create a financial plan that represents you and your journey.
As you put your new plan to action, we can be there to monitor and guide you along the way with additional services which include:
Ongoing Financial Planning
Investment Advisory Service
Tax Planning &/or Tax Preparation
Estate Planning &/or Will & Trust
Disclaimer: Testimonials were provided by current clients of Alphemita LLC. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
Initial Financial Plan
Ongoing Financial Planning throughout the year
Tax Planning with CPA/EA
Estate Planning with Estate Attorney
Will or Trust Estate Plan Documents
Investment Advisory Services
All for a flat monthly fee of $2084
Initial Financial Plan
Ongoing Financial Planning throughout the year
Sustainable Investing Focus
Initial Financial Plan $3500
Ongoing Financial Planning throughout the year for a monthly fee $300
Minimum Investable Assets: N/A
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
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