Soul-Based Financial Planning ™️ Book

Digital Copy is FREE

Paperback Copy is FREE, You ONLY pay Shipping & Handling of $9.99

This is not your typical financial planning guide.

Have you ever analyzed your relationship with money? What about your energy around money?

Do you know what your life purpose is?

All financial planning should begin with you!

Our proprietary method of Soul-Based Financial Planning™️ is the bedrock of everything we do: from creating financial plans to providing educational materials to online courses for DIYers.

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We believe that going into a deep dive of introspection before you ever address your current money situation gives you clarity. After looking within, you get the chance to look at how you are using your money. Then the process either takes you through the steps of preparing to see a financial planner (including questions that may be asked of you and why it's necessary to know).

This book is written for those who care about money and want to make great financial decisions, but also for people who want to use their money to honor their deepest held values, beliefs and align with their life purpose.


Soul-Based Financial Planning Online Course

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This 11 lesson course takes you through three topics:

Your Relationship with money and your life purpose

Getting your financial sh*t together

Aligning your money with your deepest held values.

Each lesson includes a video, and worksheets to record your answers.

Walk away feeling empowered with clarity of your financial situation and yourself.


Online Retirement Course

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Retirement Course

This online Retirement Planning Course (written especially for people who may not enjoy working with financial advisors) is available to start any time you're ready.

I know retirement planning can be intimidating. It can be frustrating. Or just not fun. So I created this short course for you in hopes of empowering you to take a look at where you are and where you want to go.

This course is divided into three lessons, each has worksheets and a short video.

Alphemita LLC (Alphemita Financial Services) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where Dividerexempt. 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.


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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John Smith | CEO of This

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