We believe in integrity and transparency. You will always know what you are getting and what you are paying.
Project Based
Your Initial Financial Plan
What we can cover:
Cash Flow Analysis
Debt Management Planning
Creating Financial Goals
Insurance Review
Risk Management
Investment Analysis
Investment Advising
College Savings Planning
Retirement Planning
Tax Planning
Estate Planning
Price: $3500
(May finance up to 12 months.)
By the Hour
What we can cover:
Cash Flow Analysis
Debt Management Planning
Creating Financial Goals
Insurance Review
Risk Management
Investment Analysis
Investment Advising
College Savings Planning
Retirement Planning
Tax Planning
Estate Planning
Price: $300 per hour
Investment Advising
Option 1- AUM Fee
Paid Monthly or Quarterly from Investment account
Fee starts at 1% * (See ADV)
No minimum investment amount
Annual Financial Planning and Investment Advising
*Third party management fee may apply
Option 2 - Flat Rate
Paid Monthly or Quarterly
Fee calculated at 1% of investible assets locked in for at least 12 months
Meetings Monthly, Quarterly, Semi-Annually, or Annually
Ongoing Financial Planning
Ongoing Comprehensive Financial Planning Only
Option 1 -12 MONTH SUBSCRIPTION FEE
After Initial Financial Plan has been completed:
No investment minimum
Ongoing financial planning for 12 months
Paid Monthly
Monthly Meetings for accountability
$150 per month
TAX PREPARATION
Free Tax Consultation
Let's talk about what you need and see if we are a good fit. We will discuss which tax forms you need and pricing.
Individual Tax Preparation
Individual Tax Returns
Flat Fee $275
($200 Federal/$50 State)
What's included :Federal 1040 Returns
Along with the following schedules:
Schedule A /Itemized Deductions
Schedule B/Interest & Dividends
Schedule D/ Capital Gains & Losses
United States Only
Business Tax Preparation
Small Business or Self Employed
Flat Fee $400
($350 Federal/$50 State)
What's included: Federal 1040 Returns
Along with the following schedules:
Schedule A /Itemized Deductions
Schedule B /Interest & Dividends
Schedule C /Profit or Loss from a Business
Schedule D/ Capital Gains & Losses
Schedule E/Supplemental Income & Loss
United States Only
Additional Services
Only for Existing Clients. Just talk to us about what you need and we'll give you the details on the discounts these professionals will offer you.
The services listed below are offered by trusted partners. There are no referral fees involved. They have just been vetted and provide quality services to our clients with a preferred client discount.
Bookkeeping
She is a CPA who helps women running their own, online, service-based businesses keep their books clean so they can focus on the work they love.
Financial Coaching
Financial Clarity Check Up: a free personal money assessment
for people who may not be ready for a financial plan yet.
Will or Estate-Based Estate Plan
Potential Documents included:
Includes the following documents:
Revocable Living Trust
Schedule of Assets
Pour Over Will
HIPAA Authorization
Living Will
Power of Attorney
Certification of Trust
Changes to trust or will included
1-on-1 Business Development Coach
She Empowers Creatives and Consultants to Own their Time and Make More Money Doing Only What they Love!
Psychic Medium Readings
She helps healers, healthcare workers, teachers, energy workers, and others on their soul journey to recover from compassion fatigue and burnout and find their bliss. Her approach with healings and readings is 100% founded in respectfulness of all beings, and based in dignity, honor, love, empathy, compassion, and forgiveness.
Your Nurse Advocate Consulting
The nurse advocates guide and support you in caring for your aging parents or spouse. Their mission is to alleviate the stress and overwhelm that often accompanies this experience.
Whether you need individualized consulting, educational resources, or simply a listening ear, They are there for you every step of the way.
See what clients are saying about working with us.
"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.
Don't forget!
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
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PLUS SOME OF THIS
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AND A BIT OF THIS
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YOU CAN BECOME
THE ONE
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