Transcendent Financial Living
Two sister companies based on the Consciousness of Oneness
Welcome message from Co-Founder
Dr. Carmen Delia Ortiz

THE TRANSCENDENT FINANCIAL PLANNING MEMBERSHIP
FREE as a Gift to Humanity
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.
This will be the space where Universal Access will be provided to the Transcendent Financial Planning System™. In this community, members will learn and apply our “System”, design their transcendent financial life.
THE CATALYST-PARTNERS TRANSCENDENT
FINANCIAL PLANNING COMMUNITY
This space is designed for co-creators of the new earth that have completed their transcendent financial plan as a participant in our Free Transcendent Financial Planning Membership, and wish to learn and apply more advanced transcendent financial planning strategies to support their sacred mission and achieve a bigger impact as they serve humanity and the planet.
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
Click "Play" icon to watch FREE Webinar now.
Money Trauma Quiz for Co-creators of the New Earth
Discover the existential trauma that is blocking you from wisely planning your retirement and creating a Transcendent Financial Life
Blog
5 Money Scripts That Are Blocking Your Financial Well-Being
In my work with financial planning clients, I have seen firsthand how money scripts can hold people back from experiencing
7 Steps for a Thriving Unretirement
7 Steps for a Thriving Unretirement As a conscious financial planning educator and coach, I believe in the concept of
A Financial Planning System: A New Paradigm for A New World
A Transcendent Financial Planning System: A New Paradigm for A New World In this post, I am excited to introduce
Principles of a Regenerative Economy and Your Personal Finances
Principles of a Regenerative Economy and Your Personal Finances In this post we will explore how to apply three of
5 Key Elements of Financial Well-Being
As a Certified Financial Planner committed to the expansion of consciousness, in this post I share a Unitive Narrative of personal finances that
Money Behaviors in an Economy That Works for All
As micro-cosmic creators of the new earth, we are committed to supporting a new economy that prioritizes the well-being of
Our Founder's Story as a
Financial Planner
A Heroine's Journey

Our Why

7 Key Motivators
- Lack of clarity of what truly is our Sacred Mission
- Lack of Knowledge about and access to Transcendent Financial Planning
- Lack of awareness about our Money stories, barriers and traumas
- Lack of projects based on Unity Consciousness
- Lack of knowledge about investments that align with our core values
- Lack of spaces that prepare the ethical-spiritual leaders of the present and future
- Urgent need to create innovative Funding Eco Systems based on Unity Consciousness.
Vision
Every person living a
Transcendent Financial Life


Mission
To offer Universal access to our Self-Directed Transcendent Financial Planning System, empowering every person to design and manifest their transcendent financial life, regardless of economic status, race, nationality, gender, or sexual orientation