NEW EARTH INVESTING
Online course where you will learn how
to invest according to your Values
...even if you have never invested before!!
Based on Systems Thinking and the Cosnciousness of Oneness
Course Benefits
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Receive the newest information and tools in "New Earth Investing" with zero sales pressure. You will learn the Why, the What and the How of New Earth Investing.
Purely educational in nature, this course has no ties to financial advisors or investment firms. - Weekly live question and answer Sessions with a Certified Financial Planner and former Registered Investment Advisor
- Access all content on your own time (On Demand 24/7)
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You will create your own Investment Compass
Your investment Compass will guide you as you develop and execute your New Earth investment plan.
Carmen D. Ortiz, Ph.D, MBA, CFP
Founder President Transcendent Financial Planning, PBC and Oneness Financial Empowerment, Inc.
Meet Your Guide to New Earth Investing
Carmen is a highly accomplished professional with a diverse background in education, finance, and spiritual transformation. Originally from Puerto Rico, she earned her Ph.D. in education from Texas Woman’s University at the age of 24. After a successful career in college teaching and international consulting, Carmen pursued an MBA in Investment Management from Columbia University in Manhattan.
Carmen spent time as a Wall Street investment banker before deciding to establish her own financial planning and investment advisory firm in 1988. Today, she is at the forefront of co-creating the emergent Ethical-Spiritual business model. She is currently focused on teaching her course New Earth Investing and is actively involved in launching Oneness Financial Empowerment, Inc, a not-for-profit organization, Transcendent Financial Living, a Public Benefit Corporation and other ethical-spiritual projects.
Letter from Carmen Delia
Hello friend:
Since I became a Certified Financial Planner and an independent investment advisor in 1988, I have been convinced of the radical difference it makes in a person’s life when investment decisions are made according to one’s values.
I want you to know that you can make investments that have a positive impact AND ALSO provide you with the growth and security you desire and need. Through practical knowledge, you will become an informed and wise investor. The investments you make going forward will serve your holistic well-being while also supporting humanity and the planet. I invite you to consider stepping away from the current economic system and opening your mind and heart to what is possible today regarding how to grow and protect your assets in these uncertain times.
Module 0
New Earth Investing Fundamentals: A Systems-Based Paradigm
Learning what is systems thinking and how to apply it to Investing according to our heart-centered values and our commitment to support humanity and the Planet.
Module 2
The Why and Part 1 of the What of New Earth Investing
- Learning WHY we all need to become conscious investors.
- Discovering the current investing landscape and the difference between aware, no harm, positive, restorative, and New Earth Investments.
- Deciding to proceed on your own or with a financial advisor
- Defining your needs and financial goals
- Determining your risk tolerance and liquidity needs
- Completing the Inventory of your current Investments
Module 1
Where do I Begin my journey as a New Earth Investor?
- Learning how the new economies (regenerative, circular, care, wellbeing, etc) connect with new earth investing
- Learning the history of socially responsible and impact investing .
- Gaining clarity on who you are and how you wish to impact the "world"
- Discovering how to use Multicapital strategies as a new earth investor.
- Letting go of your Money Scripts and Traumas
- Completing the Inventory of your current Investments
Module 4
The How of New Earth Investing
- Learning how self-directed IRA accounts work and how to open your Self-Directed IRA and/or Brokerage account
- Designing your Investment Portfolio based on your Compass
- Integrating your New Earth investments with your holistic financial plan
- Creating and executing your investment plan
- Conducting due diligence before investing
Module 3
Module 3 The What of New Earth Investing: Part 2
- Learning the principles and the categories of New Earth Investing
- Creating your Investment Compass
- Discovering examples of New Earth investments
- Learning what are self-directed Brokerage and Individual Retirement Accounts
- Learning the process of selecting an investment advisor that best fits your profile
Module 5
Live Session: Connecting Your Assets to Your Conscious Estate Plan
Testimonials
What world leaders are saying about Carmen
“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
Dr. Sangeeta Sahi
Founder Unified Human Foundation
What Students are Saying About this Course
¨Before the course, I felt stuck. While I had made a few aligned investments at a small scale, I knew I wanted to invest more of our finances in a way more aligned with my values, while also supporting my financial freedom goals, but that didn’t seem possible to do in a fiscally responsible way. I also was lost in the loop of what counts as an “aligned” investment¨
¨I really liked the compass and being introduced to new-to-me thought leaders. It was also super helpful to inventory my feelings about my current assets, and use that as a guide to hold, divest, or increase investments, as well as clarify my liquidity needs¨
¨The course helped me clarify my values and presented many new opportunities I wasn’t aware of. By creating multiple categories of investments, from harmful to no-harm, to positive and truly restorative, I was able to set reasonable targets that feel both fiscally responsible and high impact. As a result, I have made 2 significant shifts, and am investigating several others¨
This testimonial is from Vinus, a 22 year old college student from Sweden:
¨This course brings together many relevant and complementary fields, like systems thinking, spirituality and different versions of more sustainable economics. An approach like this is something that I personally have been looking for, thinking about what to do with my money and how to get by (and maybe even thrive) financially while living and working according to my values. Having Carmen as a teacher, and the group in the cohort has added to the experience of taking the course, and has made it a great joy and something to look forward to every week¨
In the course, Vinus shared his Life´s purpose statement. I found it so insightful for a young man figuring out Life in 2025 that I decided to share it with you.
Is This Course Right for You?
You will be participating in our PILOT, a deeply meaningful and transformational experience. I look forward to collaborating with you in this island of coherence called New Earth Investing.
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