We offer conscious leaders the Transcendent Self-Directed Personal Financial Planning System
Plan your Transcendent Financial Life on your own terms according to your time availability
Thank you for communicating with us.
We will respond to you within the next 24 hours
Menu
Create your Transcendent
Financial Life
and be empowered to serve the world
Welcome message from Co-Founder
Dr. Carmen Delia Ortiz
Let's get on the same page with "what is" financial planning, how we are shifting this paradigm and what it means for you
To manifest our Vision and accomplish our Mission, we seek to apply the 8 principles of Regenerative Economics, the 6 Patterns of Regenerative Leadership, the Life principles of Deep Transformation and the 16 Commitments of the Earthwise Constitution for a Planetary Civilization.
Carmen inspires us with her Heroine's journey as a Financial Planner
Introduction to the Transcendent Self-Directed Financial Planning System with Continuous and Permanent Application
We are inviting you and other social entrepreneurs and conscious professionals to participate as member of the Transcendent Financial Planning Activators Group. Together, WE CAN shift the current economic paradigm by expanding our own consciousness regarding Money and supporting others to do the same.
Our Promise
We will support you with our 10 Step Trancendent Self-Directed Financial Planning System, so that you can transform your relationship with money, design your transcendent financial life, and be empowered to be in service to humanity and the Planet.
Registration closes Tuesday September 19th, 2023
We begin the journey Thursday September 21st, 2023
A Community Designed for Deep Transformation
Our innovative system is complemented with a virtual community of like-minded people, learning and growing together as they create their transcendent financial life. The unique design of our System and Community allows you to create your individualized transcendent financial plan on your own schedule, with 24/7 access to ALL lessons, tools, dialogues, collaborative learning experiences, exercises and resources.
Although live events will inspire you and allow you to connect at a deeper level with other Activators, your presence is not required to receive the full benefits we have designed for you.
Unique Benefits offered to members of our Activators Group
As a member of our Activators Group, you will receive a wide variety of unique life transforming benefits, including the following:
- The peace and joy that comes from knowing that all your money decisions are aligned with who you are, who you wish to become and how you wish to support yourself, family, community and the Planet.
-
A special intensive training experience during which you will be onboarding onto the 10 step self-directed transcendent financial planning system . As you onboard our system, you will be designing your own transcendent financial plan. This training will be held during live interactive sessions, twice per week for 90 minutes each followed by 30 minutes of Q and A. All sessions will be recorded and available 24/7 in the community platform.
- An individual coaching and orientation session with Carmen to clarify your intentions and commitments, to make this experience as valuable as possible for you.
- Comprehensive and practical personal financial planning knowledge and tools that will provide you peace of mind and set you free to live a transcendent life (this benefit continues for a full year)
- Special investment training and support so that you can align your investments with your values and principles (this benefit continues for a full year).
- Full access to the Transcendent Financial Planning Dashboard (trainings, community, recordings, resources, tools, etc) for 12 months.
- Invitation to participate as co-founder of the first Transcendent Investment Club.
- Opportunity to share in the revenues of Transcendent Financial Planning, LLC by actively participating in our Ambassadors Program.
- In addition, during the full year of membership, you will also receive the benefits listed below,
INVESTMENT:
One payment of $500 will provide access to all our benefits for a full year for yourself and a guest. Inviting a guest is optional and can be a family member, friend or associate.
Refund policy: Give it your heart and soul for 6 months and if for any reason you wish to receive a refund of your full investment, email us and we will issue it with no questions asked. In the spirit of generosity and respect, this guarantee is iron clad.
Registration closes Tuesday September 19th, 2023
Journey begins Thursday September 21st, 2023
Additional Benefits included with your Transcendent Financial Planning Membership
Unique and simple Self-Directed Methodology
Play Video
Onboarding to the Transcendent Financial Planning System
Play Video
Transcendent financial planning tech tools
Play Video
Special trainings and Resource Library
Play Video
Workshops to expand our evolutionary Consciousness and Coherence
Play Video
Group coaching and
ongoing support
Play Video
Micro virtual Communities collaborative learning and action projects
Play Video
Transcendent
Investment Clubs
Play Video
Local Community
Projects
Play Video
AN EXCEPTIONAL BENEFIT
Transcendent Financial Planning is a case study of the EARTHwise Constitution for a Planetary Civilization, which means that you, along with us, vow to honor its sixteen commitments, which serve as our personal and collective pledges for co-creating the more beautiful Planet we know is possible.
In the video below, discover these 16 commitments and how they they will support your transcendent financial life.
Our Why
As you will discover in the video below, our WHY is HUGE! We are on a mission to change the current failed economic system from the bottom up. And there are 11 urgent reasons why we have taken on this mission. Please watch video in its entirety and share your feedback by sending email to carmen@transcendentfinancialplanning.com
Vision
All humanity as “One” thriving and
living a transcendent financial life.
Mission
To offer the Transcendent Self-Directed Financial Planning System, empowering every person to design and manifest their transcendent financial life, regardless of economic status, race, nationality, gender, or sexual orientation
Our Solution
To accomplish our mission, we have developed The Transcendent Self- Directed Financial Planning System. Please watch the videos in this section to discover the basics of our System and how it will empower you to live a transcendent financial life.
Introducing The
Self-directed
Transcendent Financial
Planning System
Play Video
Play Video
Play Video
Play Video
Play Video
Play Video
Play Video
Play Video
Play Video
Play Video
Our Capacity
In this section we present the knowledge, experience and colaborators/partners/advisors who support and increase our capacity to create and lead the company Transcendent Financial Planning, LLC, our self-directed financial planning system, our virtual community, the transcendent financing Ecosystem, and the Transcendent Financial Life Global Movement.
DR. CARMEN DELIA ORTIZ
Co-creator of the emergent ethical-spiritual business model. Columbia MBA specializing in Finance, Founder US Hispanic Women’s Chamber of Commerce, and first Hispanic to be awarded the Certified Financial Planner designation. Founder of CD Ortiz Financial Management Group, Inc. a personal financial planning company. Host of the live radio show The Power of Your Money and author of the first bilingual financial planning educational system.
sadhana indie
Co-creator of the emergent ethical-spiritual business model. Psychologist specialist in Clinical/Community Psychology. Certified as an International Life Coach.
Completed the CFT-1 financial therapy educational program.
Holds a Masters Degree in online education with
specialization in virtual
communities and digital courses.
Co-creators of the Emergent Ethical Spiritual Business Model
Dr. Carmen Delia Ortiz and her partner Sadhana Indie are the co-creators of the emergent Ethical-Spiritual Business Model. Transcendent Financial Planning, LLC is the first business applying this model. Profits generated by Transcendent Financial Planning will “flow” to provide seed capital to other ethical-spiritual business projects on a mission to create the new Planetary Civilization.
Discover the basic elements of an ethical-spiritual business in video below
Collaboration with
Regenerative Communities
As you will discover in the following video, we have created deep relationships and are collaborating with global communities that share our mission of conscious evolution and co-creation of the New Planetary Civilization.
We bring to you Extraordinary
Life Financial Planners
Special Trainings and Certifications
As presented in the following video, we have been preparing for this mission for over two decades. In Divine time, we have accepted the call and are blessed to have learned and grown along hundreds of beautiful humans as we prepared for this journey of the Heart and Soul.
Meet Our Partners, Mentors and Advisors
In this video we honor the thought leaders that are guiding and supporting all humanity, so that together we can co-create the New Ecological Civilization. We are deeply grateful for their teachings and guidance in systems thinking, regenerative economics, deep transformation, regenerative leadership and WISDOM.
Thank you for communicating with us.
We will respond to you within the next 24 hours
FAQs
For further questions, please contact us at carmen@transcendentfinancialplanning.com or by completing the contact form at the bottom of this page.
Since this is a self-directed holistic system with a continuous and permanent application, you will decide how many weekly and monthly hours to invest. All elements of our System will be available to you 24/7.
THUS, investment of time should not be a consideration in making your decision to join our Activators Group.
All live sessions will be recorded and available permanently to our members.
PLUS
You will have 24/7 permanent access to all elements of our SYSTEM, including financial planning tools, collaborative learning experiences, resources and much more.
As member of the Activators Group, you will receive an open invitation to join our Ambassadors program, which is our version of what is typically known as an affiliate program. You will receive 25% of gross revenues generated from future members of Transcendent Financial Planning that registered via your unique link.
Your investment of $500 is guaranteed in full. To receive refund, we ask that you engage fully with our system and community for a period of 6 months. If at the end of the 6 month period, you have not received the value you anticipated, please send us a message requesting refund and it will be issue within 7 days with no questions asked.
Investment:
One payment of $500 will provide access to all our benefits for a full year for yourself and a guest. Inviting a guest is optional and can be a family member, friend or associate.
Refund policy: Give it your heart and soul for 6 months and if for any reason you wish to receive a refund of your full investment, email us and we will issue it with no questions asked. In the spirit of generosity and respect, this guarantee is iron clad.
Registration closes Tuesday September 19th, 2023
Journey begins Thursday September 21st, 2023
