HOW TO SECURE YOUR HOLISTIC FINANCIAL               WELL-BEING AND IN THE PROCESS BE

EMPOWERED TO SUPPORT HUMANITY

AND THE PLANET 

even if you believe you lack financial wisdom and have never engaged in “real” financial planning

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What you will learn on this FREE training:

This special transcendent financial planning training was designed by Dr. Carmen Ortiz for conscious leaders that are committed to their sacred mission and wish to support the well-being of all, understanding the importance of taking care of their own financial well-being as a critically important step in this process.

  • How to Design a Transcendent Financial Life with Transcendent Financial Planning.

  • How to make investments that are aligned with your Core Values and Sacred Mission.

  • How to create a conscious estate plan that takes you from the “Me” to the “We” and to the Well-Being of All

  • How to protect your financial well-being  by managing IRA beneficiary designations and their distributions wisely.

Trainer

  • Carmen Ortiz

    Ph.D., MBA,

    Certified Financial Planner.

Founder of Transcendent Financial Living, a Public Benefit Corporation that shifts the current economic paradigm by providing  Universal access to transcendent financial planning,  a process based on the consciousness of Oneness.   

 

Carmen holds an MBA specializing in Finance and Investment Management , is Founder US Hispanic Women Chamber of Commerce, and was the first Hispanic to be awarded the Certified Financial Planner designation. 

 

She was the founder of CD Ortiz Financial Management Group, Inc., a personal financial planning and investment advisory company.  She served as  host of the live radio show The Power of Your Money and self-published the first bilingual financial planning educational system. 

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 in 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
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