PLANNING WITH KINDNESS, COMPASSION... AND A LITTLE BADASSERY
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
Money Matters for Today's Woman
DeeDee hosts a monthly discussion with a small group of women to encourage sharing and give time for questions to be asked and answered along with handouts you can keep.
For Tickets please go to : https://www.eventbrite.com/e/money-matters-for-todays-woman-tickets-481895290787
The content is focused for Empowering 60+ Women to Own their Financial Future
Mansplaining Free
Financial Planning with Kindness, Compassion... and a Little Badassery.
March Money Talk Live
With special guest Melissa Town discussing Reverse Mortgages "Is a reverse mortgage right for you?"
Free 11 Page Guide Guide
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
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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"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!
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