THE TRANSCENDENT FINANCIAL PLANNING MEMBERSHIP

WELCOME TO

THE TRANSCENDENT

FINANCIAL PLANNING MEMBERSHIP

A new Global Movement based on the Consciousness of Oneness has begun. It is time for a new story about life, money and the well-being of All. You are invited to join us on this journey of love by creating your transcendent financial life starting today!!!!

FREE coming soon!

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INCLUDING AND TRANSCENDENT FINANCIAL LITERACY

Financial Education is the starting point of your financial well-being. But not the end. Empowered with practical personal finance knowledge, you will be ready to access the self-directed Transcendent Financial Planning System™ and receive the guidance you need to design and plan for your own holistic financial well-being while being empowered to serve humanity and the planet.

Too often, personal finances are placed as a low priority in the pursuit of personal well-being. You are so busy taking care of everyone else that assuring your financial well-being for today and the future may have taken a back seat long ago.
Your relationship with money, past money traumas, lack of financial literacy and mistrust of financial advisors might be keeping you stuck financially and in a state of financial stress that weighs down your emotional, mental, physical and spiritual life.

Are you ready to let your frustrations and longing for change in your life inspire you to grab this opportunity to finally enjoy the holistic financial well-being you deserve?

When you join, you will receive access to the self-directed Transcendent Financial Planning System. Our innovative and unique system will guide and support you in creating your Transcendent Financial Life... which we define as "a life that

empowers you to take care of your own financial well-being while freely supporting humanity and the planet"

FREE coming soon!

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What does the Transcendent Financial Planning Membership Offer ?

The Membership offers a space that integrates financial education and transcendent financial planning with a diverse collaborative community of conscious humans. Through the expansion of consciousness, we shift the economic paradigm in our pursuit of co-creating a world that works for everyone. Finally, a place to gain clarity and stability for your own well-being while gathering with others to make a difference to the rest of the world.

¿How does the Transcendent Financial Planning Membership Work?

Phase 1: First 30 days

When you become a member, you will immediately be given access to our Transcendent Financial Planning System™, which include comprehensive financial education trainings and tools.
During this Phase, with our support and guidance, you will design your first basic holistic financial plan and finally have clarity so that you can begin to take the wise actions that will secure your own financial well-being.
At the end of 30 days, you will begin to feel the peace and joy of knowing you are on your way to true holistic well-being.

Phase 2: starting on Day 31st

After the first 30 days and upon completion of your own basic holistic financial plan, you will begin Phase 2 of our System. This includes expanding on your own plan, while participating in the wide variety of learning and community-based activities we have prepared for you (highlights below). Soon, possibilities for supporting more than your own well-being will emerge.

The Transcendent Financial Planning System is a self-directed

experience accompanied by the support that is required to achieve the intended result: that you design, create and embody
a transcendent financial life.

Does this sound like you?

You feel confused about money and lack understanding about basic concepts such inflation, compound interest, credit, cash flow management, insurance, and investments.
You’ve tried engaging with a financial advisor, but feel uncomfortable with his/her advice and recommendations.
Life feels like a nonstop race. Your schedule leaves zero room for self-care, including financial self-care.
Your personal finances are disorganized. You are not clear on how you are doing financially today OR if you are preparing adequately for the future.
You’re drowning in financial trends, information, and advice—and don’t know who or what to trust.
Financial stress and overwhelm are taking over, affecting your sleep, mood, and well-being.

You're not alone!

If you’re like many of my financial planning clients, you’re eager to feel empowered with your money, but are stuck in a cycle of overwhelm and frustration, unsure of how to make financial progress that aligns with who you truly are.

Isn’t It Time for a Better Way? Time for a new Financial Planning Paradigm?

Imagine waking up every day feeling:

Free from financial stress.
Empowered regarding your financial-well being, regardless of where you find yourself today.
Free to support your family and community without inner conflicts

nor fears.
Inner peace and joy knowing that your money actions are aligned with your values.
Inspired by the possibility of living a transcendent financial life!

FREE coming soon!

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Testimonials

What world leaders are saying about Carmen
and Transcendent Financial Planning

“Carmen is the one to empower people who truly care about caring for this Earth and want to be better with money. Our purpose and possibilities for where we are going are now guided by a broader foundation of financial wisdom, empowering us as the thriving adults we know we are. You will be blessed working with her”

Sommer Joy Ramer

Co-Founder One World, Sine Network and Compassion Games

“Carmen's expertise has made a remarkable difference to our financial health and personal lives. Dr. Ortiz is not only sincere and dedicated, but also exceptionally knowledgeable in her field. Her strategic guidance has directly contributed to our financial stability and growth.”

Jon Eliot Ramer

Co-Founder One World, Sine Network and Compassion Games

Why Most Personal Financial Plans Fail

Here’s the truth: It’s NOT your fault. Most personal financial plans fail because…
They are not Life or Heart-Centered.

They are mechanistic, often kept separate from all your other life goals and plans, meaning they are not HOLISTIC in their approach, and therefore, don't work.

Your money is an ecosystem—mind, body, spirit and money are interconnected.

Transcendent Financial Planning is a holistic, integral and

Life-centered financial planning process that every adult

needs and deserve. This is why we have created Universal Access to this new financial planning paradigm based on the consciousness of Oneness.
If your personal finances are not providing you peace and joy, it is time to take your money into your own hands. Empowered with expert information and guided by your own inner wisdom, commit to learning and applying the Transcendent Financial Planning System starting today.

Our Holistic Approach to Financial Well-Being

At the Transcendent Financial Planning Membership, we believe in the interrelationship between our inner-being and our outer-doing. The Transcendent Financial Planning System optimizes the three pillars of Oneness as applied to our holistic financial well-being, empowering us to thrive as co-creators of the new earth.
These Pillars are
(1) Harmony
(2) Ethical Transformation
(3) Psycho-spiritual Expansion

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.

Letter from
Carmen Delia

Hi dear friend:

Since I discovered personal financial planning in 1986, I have been convinced of the radical difference it makes in a person's life when it is comprehensive and holistic. Meaning...when it is "real financial planning". Financial planning, education and coaching has been my passion for over 3 decades, and now I am on a mission to make it available worldwide to everyone ready to experience transcendent financial living. I look forward to walking this journey with you as a member of the Transcendent Financial Planning Community, and thank you for who you are and what you do every day to make this a world that works for All.

As a Member, you will receive access to the self-directed Transcendent Financial Planning System, which includes the components listed below plus more. Are you ready to enjoy a life where you take care of your own "holistic" financial well-being while being empowered to support humanity and the planet?

FREE coming soon!

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Practical Transcendent Financial Planning Education

Training and resources that will empower you to comprehend personal finances and to apply the 10- step transcendent financial planning process.

Financial Planning Tools And Technologies

Training and access to cutting edge financial planning tools

Live Q and A Sessions

Weekly live sessions to support the design and actualization of your transcendent financial life. These sessions will be hosted on Zoom, recorded and available in our Resources area.

Psycho-Spiritual Financial Insights

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.

Financial Life Practices That Support The Well- Being of All

Joyfully transform your current money behaviors to align them with your core values.

Deep Awareness Of the New Economies that Affirm Life

learning about the new economies and how to support them with your purchases, savings, investments and gifting.

Practices of Coherence

Learning and practicing how to make money decisions that are coherent with your values, needs, and life goals. .

Fun Contests And Member Recognition Celebrations

Every month you will enjoy inspiring activites, have the opportunity to win rewards and prizes, and feel the joy of celebrating the life and service of leaders of our community.

FREE coming soon!

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Most activities occur on your own time

More than 80% of program activities are in your hands to manage whenever your mind and heart desire.

Ask yourself…

🧠 What are you thinking about money?
🧠 How are you earning your livelihood?
🧠 How are you spending your money?
🧠 As a consumer of goods and services, are you in coherence with your values?
🧠 How are you saving and investing your money?
🧠 How are you giving away your money?
🧠 How are you managing financial risks?
🧠 How are you preparing today for a financially secure future?

When you learn, apply and embody the Transcendent Financial Planning System,
you feel at peace with yourself, humanity and the planet.

The Transcendent Financial Planning Membership

Supporting the Well-Being of ALL

The Transcendent Financial Planning Membership is the all-in-one financial well-being hub where

you’ll be guided to create your transcendent financial life. You’ll receive a powerful combination of transcendent financial planning training, expert coaching, cutting edge financial planning tools, a supportive and collaborative learning community, with the resources needed to stay on track with your Transcendent Life.

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!