Resources Available
Monthly Newsletter
Money, The Earth, & You
Each month we produce a newsletter that focuses on some area of the 3 distinctives that Alphemita is based upon.
Money- Financial Planning and helping others is in DeeDee's DNA.
The Earth- We believe everyone should live as sustainably as possible
You- Self Care is the cornerstone for wellbeing
Monthly Events
March Money Talk Live with Melissa Town Recording
With special guest Melissa Town discussing Reverse Mortgages "Is a reverse mortgage right for you?"
You will find the handouts in the Downloadable Checklists & PDFs Section below.
April Money Talk Live with Emily Bissen Recording
Emily and DeeDee talk about "Making your business building efforts more effective"
You will find the handouts in the Downloadable Checklists & PDFs Section below.
May Money Talk Live with Amy Todisco
Amy is a Transformational Coach & Green Living Expert! They talked about
living and eating organic lifestyle without artificial chemicals, or breaking the bank!
June Money Talk Live with Hallie Avolio
Hallie Avolio is not a typical anything… that includes woman, mother, friend, entrepreneur, or coach. Hallie is an affirmation queen, a lover of core values, and is obsessed with empowering humans to create a life they love that is Sassy As F*ck.
July Money Talk Live with Dalene Higgins
Dalene Higgins of Elevate Finances. She is a financial coach for Gen Xers, she also hosts the Wealthy After 40 podcast.
She helps Gen Xers pay down debt & save for retirement so they can eliminate the fear of running out of money and enjoy financial freedom.After reaching her dream of retiring at 50, she wanted to help others reach their financial dreams.
August Money Talk Live with Angela McCaffrey
Angela is a fierce protector of her loved ones, clients, and community. Her priority is to show them love, compassion, empathy, and support, empowering them to pursue their dreams and goals. She is dedicated to helping people feel confident in their decisions and providing the assistance and support they deserve.
Free Digital Book
Great introduction to our philosophy on financial planning
In this free downloadable PDF, you will get to see how you, too, can apply the principles of Soul-Based Financial Planning to your everyday as well future finances.
So what is Soul-Based Financial Planning??
Basically it's aligning your money with YOU.
To put it another way, putting your money where your heart is!
Downloadable Checklists & PDFs
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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PLUS SOME OF THIS
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AND A BIT OF THIS
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