Welcome to the    

Catalyst-Partners Transcendent
Financial Planning Circle

If you believe you are ready to design and embody your transcendent financial life by applying the Transcendent Financial Planning System to your Sacred Mission Wisdom Project, while supporting the possibility that every person experience a transcendent financial life, this community has been designed for you!!!!!.

If you are ready to expand the impact of your sacred mission, and are ready to contribute your skills, experience, special gifts and money to the
Well-Being of All, this private membership offer has been designed for you.  

FREE coming soon!

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Transcendent Financial Planning Coaching 

Transcendent financial planning group coaching sessions with Carmen and other life-centered certified financial planners.

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. 

Your Private And Confidential Space 

Private space with innovative transcendent financial planning resources

Local Community Impact

Our partners will explore how to engage with their local community through innovative projects that expand consciousness with a unitive narrative about life, and the planet.  Groups with similar interests will be created and supported.

 Transformational Experiences in Nature 

You will connect live with other Catalyst-Partners in live retreats in some of the most beautiful locations in USA, Mexico and other countries. 

Oneness Investment Club

You will form deep connections and friendships while creating and collaborating in what we believe will be the first Investment Club based on the Consciousness of Oneness.

Surprise Bonuses 

 In the spirit of reciprocity, partners that contribute to the well-being of the Transcendent Financial Living Partners community will receive surprise, life-transforming bonuses throughout the year.    

 

Creating Radical Collaborations

Partners with similar and complementary interests will come together in small groups to explore and design radical collaborations. The intention is to support the sacred mission of every partner in our community, thus achieving maximum impact by working together towards the common goal of awakening humanity’s Sacred Mission.

 Un-Retirement Trascendent Financial Living Communities 

Catalyst-Partners will be invited to co-create and thrive in "un-retirement" communities located in the most beautiful real estate projects in Mexico.  If inspired and ready, you will have the opportunity to invest in land and build your dream home where you will enjoy your transcendent financial life.   

Caregiving and Health Planning

As a loving caregiver, you will discover and apply transcendent financial planning strategies that will optimize your holistic financial well-being.

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.

FREE coming soon!

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To create this balance for ourselves, we arrive at the 10-step financial planning process and the 10 key components of a holistic financial plan.

Dynamic Video presentation of the
Transcendent Financial Planning System. 

 

15 Days Money Back Guarantee 

For any reason you are not satisfied with this special Program, please contact us via email carmen@transcendentfinancialliving.com requesting a full refund of your investment within 15 days from registration.    

Carmen Ortiz, Ph.D, MBA, CFP

Founder and CEO,  Transcendent Financial Living PBC

FREE coming soon!

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How to Engage with the Emergent Transcendent Financial Living Collective?

Besides engaging as a subscriber of the Transcendent Financial Planning Membership, you can participate as an active supporter of the transcendent financial living global movement by joining the Transcendent Financial Living Collective as an Advisor, Donor, Sponsor, Guest Trainer, Podcast Guest, Journalist and many other forms that we will discover in our journey.

Together and in radical collaboration, we can shift the economic paradigm towards one that supports the well-being of ALL! 

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I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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