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A Transcendent Financial Planning System: A New Paradigm for A New World

In this post, I am excited to introduce you to the Transcendent Financial Planning system. This new personal financial planning paradigm offers a decentralized, conscious, ethical-spiritual approach to financial planning that empowers individuals to co-create new relationships with themselves and the world around them.
The Transcendent Financial Planning system consists of 10 integrated steps that form a holistic process of self-discovery, transformation, and conscious living. The system is designed to help individuals design a Transcendent Financial Life that supports their holistic well-being, as well as the well-being of their family, community, and the planet.
One of the key features of this system is its self-directed nature, allowing individuals to take control of their financial planning process and create a plan that aligns with their values and goals. Using integrated platforms and financial tech tools, members of the Transcendent Financial Planning community can engage in a continuous process of expanding their consciousness and designing their own transcendent financial plan.
The 10 steps in the Transcendent Financial Planning system guide members through a journey of self-exploration, awareness, goal-setting, and financial planning. From exploring and transforming your relationship with money to designing and embodying your transcendent financial life, each step builds upon the previous one to create a comprehensive and transformative experience.
Through a combination of group coaching, collaborative learning, workshops, and special events, members of the Transcendent Financial Planning community have access to the tools and resources they need to create their own financial plan. The system also integrates practices such as meditation and inner work to support the expansion of consciousness and the alignment of financial goals with personal values.
As members progress through the 10 steps of the Transcendent Financial Planning system, they gain insights into their financial status, relationships, career, health, and other aspects of their lives. By aligning their financial plan with their intentions and values, members learn to embody a new reality based on love, generosity, reciprocity, and respect.
Monitoring and maintaining coherence in the financial plan is essential in the Transcendent Financial Planning system. Members are supported in maintaining their commitments to themselves, their family, their community, and the planet, ensuring that their financial plan evolves with their expanding consciousness.
In conclusion, the Transcendent Financial Planning system offers a transformative and empowering approach to financial planning that supports individuals in creating a life aligned with their values and goals. By engaging in the self-directed process and leveraging the resources of the community, members can embark on a journey of personal transformation and conscious living that benefits themselves and the world around them. Join us in creating a new paradigm of financial planning that serves humanity and the planet.

About the Author

Carmen D. Ortiz, Ph.D, MBA, CFP

Co-creator of the emergent ethical-spiritual business model. Columbia MBA specializing in Finance, Founder US Hispanic Women Chamber of Commerce, and first Hispanic to be awarded the Certified Financial Planner designation. Founder of CD Ortiz Financial Management Group, Inc.