Donita Baze (CFP®)
Donita Baze focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
Planning Specialties
Kindhearted yet Fierce Women who may have gone through Divorce, Death of a Spouse, Inherited Money, or need to plan deeper for Retirement.Additional Information
Author of Soul-Based Financial Planning: A Guide to Understanding Your Relationship with Money and Aligning with Your LIfe's PurposeNAPFA Start Date
December 04, 2020