The Transcendent Financial Living Mastery Program for
Co-Creators of the New Earth
During this program, you will envision, design, and actualize your transcendent financial life
PROGRAM BEGINS
February 10, 2025
YOUR INVESTMENT
$5000
PROGRAM DURATION
6 Months
This semi-intensive program offers you
A wide variety of private and collaborative virtual spaces where you will envision, design, actualize and enjoy your transcendent financial life with yourself and other like-minded future humans committed to co-creating the New Planet.
Practical Transcendent Financial Planning Education
Training and resources that will empower you to comprehend and apply the 10- step transcendent financial planning process.
Private Online Space
In addition to communal spaces, you will have access to your own private space where you will manage your financial data with complete privacy and confidentiality.
Individual Coaching
Monthly Private sessions with Carmen to support the design and actualization of your transcendent financial life. These sessions on Zoom are confidential and focus on your Life-centered financial plan.
Psycho-spiritual Financial Training
Practical experiences to support your psychospiritual transformation and the liberation of past learnings and beliefs that are creating financial disharmony in your life.
Collaborative learning and community spirit
Peer support, sharing of experiences and together , co-creating and applying transcendent financial living strategies.
New Paradigm Investment Club
Participants will be invited to co-create the first Investment Club based on a Unitive Narrative. Special investment training, resources and support will be provided to those completing this Program
Financial life practices that support the Well- Being of All
Joyfully transform your current money behaviors to align them with your core values and Sacred Mission.
Financial Planning Technologies
Training and access to cutting edge financial planning technological tools.
Deep Awareness of Personal Economics and Finance
Deep learning of the current financial system that dominates the world, and the alternatives available for its transformation.
PLUS
Specialized training and resources for participants with special interests and needs
Sacred Mission Business Training
As a co-creator of the New Earth, you will receive special training to support the vision and goals of your business, organization or special project.
Cross-Border Financial Planning
Live training and resources that will prepare you to proactively design and implement a transcendent financial plan while living as an Expat in a foreign country.
Conscious Transitions Financial Planning Training
Specialized training on how to navigate the life-centered financial considerations of a major transition such as a career change, relocation, divorce or starting a business.
Most activities occur on your own time
More than 60% of program activities are in your hands to manage whenever your mind and heart desire.
30 Days Money Back Guarantee
If for any reason you are not satisfied with the Transcendent Financial Living Mastery Program , please contact us requesting a full refund of your investment within the first 30 days from the start of your Program. We trust that you will immerse yourself in the program with the intention of creating your transcendent financial life. We believe your life will be deeply transformed if you do so. If requested within 30 days from the start of the program, we will issue full refund with no questions asked and hassles free. .
Carmen Ortiz, Ph.D, MBA, CFP
Founder and CEO, Transcendent Financial Living PBC
THREE BONUSES THAT WILL DEEPEN OUR RELATIONSHIP
It is our intention to collaborate with you over the long term.
This is why we want to see you as a member of our Private Membership Community and in our live events.
6 Months free Membership in the Transcendent Financial Living Private Community
In May, 2025 we will be opening the doors to the first private space dedicated to providing Universal access to transcendent financial planning. We will be welcoming you as one of our founding members and inviting you to join our Ambassador's Team.
Two Free tickets to a Live Event in Place
In the fall of 2025, we will host the first annual Transcendent Financial Living live event (in place in a majestic location to be determined). This will be a 3-day transformational experience that will bring participants of the Mastery Program together to deepen our connections, explore radical collaborations and create ethical-spiritual investment funds.
BONUS #3: A unique Gift to all participants that complete the Transcendent Financial Living Mastery Program. Click to watch the 4 minute video below presenting this special Gift. And to understand the value of this Bonus, check out our company's Pitch Deck. Download Pitch Deck