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I'm Dalene Higgins, CEO / Financial Coach / GenXer. I'm an avid fiction reader as well!
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In the world of finance, numbers often take center stage, overshadowing the personal and emotional aspects of an individual’s financial planning journey. Dee Dee Baze of Alphemita Financial Services, challenges this conventional approach.
As a fee-only advisor, she emphasizes a soul-based financial planning methodology that transcends the mere calculation of dollars and cents. In this blog post, we delve into Dee Dee’s mission, vision, and the unique perspective she brings to the world of financial advising.
Dee Dee’s mission is to redefine financial planning as more than just a mathematical problem. She believes that understanding who individuals are at their core is essential before delving into financial planning. This holistic approach involves exploring not only the financial aspects of a person’s life but also their values, life mission, and emotional relationship with money.
Soul-based financial planning encompasses a two-fold approach.
First, it involves understanding the individual on a deeper level, exploring their values, aspirations, and any potential self-sabotaging tendencies.
Second, it extends into crafting a financial plan that aligns with the individual’s personality, values, and goals.
Dee Dee asks clients to reflect on their identity, desires, and the role money plays in their lives. By understanding the individual as a whole person, she can tailor financial plans that truly represent and empower her clients.
Adding another layer to her expertise, Dee Dee shares her journey toward becoming an enrolled agent for taxes. With a background in finance and a desire to provide comprehensive advice, she realized that tax planning is a crucial component often overlooked.
By completing the required exams, she aims to offer not only financial planning but also tax preparation services, ensuring her clients receive thorough and ethical guidance.
Dee Dee emphasizes the interconnectedness of tax and financial planning. By handling both aspects for her clients, she ensures a seamless and integrated approach. This includes considerations such as Roth conversions, selling assets strategically, and navigating potential tax implications in retirement.
Through her years of experience, Dee Dee emphasizes that there’s no singular path to retirement. By understanding each client’s unique strengths and preferences, she helps them carve out personalized strategies, whether it involves real estate, business ownership, or traditional retirement accounts.
In a financial landscape often dominated by numbers and generic advice, Dee Dee Baze stands out as a financial advisor who cares deeply about the individuals behind the portfolios. Her soul-based financial planning approach ensures that clients are not just numbers on a spreadsheet but unique individuals with dreams, values, and strengths. As she completes her journey to becoming an enrolled agent, Dee Dee continues to empower clients, offering a comprehensive and personalized roadmap to financial success.