Donita Baze, CFP® Alphemita Financial Services

About Donita Baze, CFP®

DeeDee Baze, CFP® loves helping highly successful, very passionate people use their money in a way to express their deepest held ideals and values to honor their soul. She is an expert in Financial Planning who has worked with thousands of households since entering the business in 2007. She offers a unique approach by combining Soul-Based Financial Planning and Sustainable Investing to help people honor who they truly are.

When asked the best way to describe herself, she said, “I have the heart of a kindergarten teacher, the sense of humor of a middle school teacher, but the credentials of a stock broker.”

DeeDee received her undergraduate degree in Education from Oklahoma State University as well as completed post graduate work in the area of Psychology. She spent a decade and a half teaching in the public school system. First as Elementary Science Teacher then moved to Middle School Mathematics for the majority of her career. After leaving the classroom she obtained multiple insurance licenses such as life, health, disability and property/casualty. Working in the insurance industry for several years she learned a lot but found her true passion in securities and financial planning after meeting woman, Trish Prawl, who would become her mentor and role model. She completed post graduate courses at the College for Financial Planning in preparation to pass her CERTIFIED FINANCIAL PLANNER™ Exam which she passed on the first attempt. She is a life long learner who loves to read. She usually is reading three different books at a time, one for professional growth, one for personal growth, and one for health. She will often write reviews for the authors she reads. She will occasionally throw in a fantasy novel to mix things up.

The pandemic in 2020 was the catalyst for her to reexamine her life and what truly made her happy. She was working at a credit union at the time with over 650 clients in her book of business. She felt her life was out of balance. She commuted an hour, worked 8 hours, commuted an hour home then would work into the evening on financial plans. Went to bed, to do it again the next day. She was becoming exhausted and felt she had way too many clients to give them the care they truly needed. So she took a leap of faith and started her own firm with the intent of not having more than 100 clients total.

By starting her own firm she was also able to align her own deepest values and work on doing what she could to lower her carbon footprint and honor who she truly was. She struggled working in a predominantly man’s world feeling like a bit of an outsider so when she left she realized it was the best decision she could have made in her career. She brings a softer more compassionate touch to financial planning and investing. She believes in aligning your inner self with your money. She believes in contributing to the greater good. All these things she was able to weave into her practice and now only works with clients who want the same thing for themselves.

After studying under the amazing Bill and Anne Bachrach for Values Based Financial Planning(tm), she decided to take their philosophy deeper and look at honoring one’s soul while planning for one’s financial future. She is the author of the forthcoming book, Soul-Based Financial Planning which will include a workbook and DIY course as well.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Career Changers
  • Engineering Professionals
  • In Transition

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $1,000+/mo
  • Quarterly Fee: $3,000+/qtr
  • Flat Fee: $3,000+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

SEC Records

Loading...