PLANNING WITH KINDNESS, COMPASSION... AND A LITTLE BADASSERY

How we approach financial planning

Step 1 Understand:

Free Consultation

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?


Step 2 Assess:

Financial Discovery Appointment

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.

Step 3 Financial Plan:

Client Meeting

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

*Each financial plan comes with up to 10 hours research/planning in addition to 4 appointments (Steps 1-3, & Plan Presentation) Extra hours are $300 an hour.

Our Services

See what clients are saying about working with us.

"I met Dee Dee when my 401k was managed by another fund manager. Dee Dee takes an interest in her clients that I found missing with other fund managers. She is the best fund manager I have used in over twenty years. Dee Dee will take care of your needs."

CA

"Personal, loyal, trustworthy, heartfelt, passionate, caring, professional, genuine, knowledgeable, and always going above and beyond for me!! DeeDee and Alphemita, there is no one better or more competent to place your complete trust in her financial wisdom and guidance! You will never have to worry about your future and finances working with DeeDee!! She's the BEST!" JD

"Professional, knowledgeable, trustworthy, personal, and caring are just a few words to describe DeeDee! She listened and advised us when we had some money to invest and retirement was around the corner. Her knowledge and help are making our financial dreams and goals a reality. DeeDee/Alphemita, we’re so grateful for your assistance and advice." J&G

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.

We have different levels of services to choose from.

What would you like help with?

Comprehensive Financial Planning

  • 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

Financial Planning and Investment Services

  • Initial Financial Plan

  • Ongoing Financial Planning throughout the year

  • Sustainable Investing Focus

Financial Planning Only

  • 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


YOU'LL LEARN THIS

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis maximus posuere lectus, efficitur vehicula erat accumsan eu. Proin eget volutpat felis. Donec eu elementum dolor, ac mattis elit.


PLUS SOME OF THIS

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis maximus posuere lectus, efficitur vehicula erat accumsan eu. Proin eget volutpat felis. Donec eu elementum dolor, ac mattis elit.


AND A BIT OF THIS

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis maximus posuere lectus, efficitur vehicula erat accumsan eu. Proin eget volutpat felis. Donec eu elementum dolor, ac mattis elit.

YOU CAN BECOME

THE ONE

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis maximus posuere lectus, efficitur vehicula erat accumsan eu. Proin eget volutpat felis. Donec eu elementum dolor, ac mattis elit.


Mauris ac orci in libero dignissim blandit sit amet maximus elit. Nullam vitae faucibus dui. Suspendisse et felis elementum, pellentesque lacus quis, porta purus. Donec ut nibh eleifend nibh luctus sollicitudin.

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis maximus posuere lectus, efficitur vehicula erat accumsan eu. Proin eget volutpat felis. Donec eu elementum dolor, ac mattis elit"

John Smith | CEO of This

REGISTER NOW!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis maximus posuere lectus, efficitur vehicula erat accumsan eu. Proin eget volutpat felis. Donec eu elementum dolor, ac mattis elit

COPYRIGHT | PRIVACY POLICY