Transcendent Financial Living
Two sister companies based on the Consciousness of Oneness
Two sister companies based on the Consciousness of Oneness
Our Capacity
Discover what has prepared us for this moment in which we have been called by the Universe to create the Transcendent Financial Planning System.
We have answered the call and invite you to join us!
Founders
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., a personal financial planning and investment management company. Host of the live radio show The Power of Your Money and author of the first bilingual financial planning educational system.Â
Sadhana Indie
Co-creators of the Emergent Ethical-Spiritual Business Model
Our Founder's Story as a
Financial Planner
A Heroine's Journey
How would you like to participate in the
Emergent Transcendent Financial Living Collective?
Besides engaging as an active member of the Transcendent Financial Planning Membership/Community, 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. Please send us a message letting us know of your interest.
An extraordinary Partnership with
Earthwise Centre
Our company is a member of the Earthwise Partnership Alliance with Carmen serving as a Steward of the Earthwise Constitution for a Planetary Civilization. We are deeply grateful for the work of Dr. Anneloes Smitsman and are blessed to have our company serve as a case study of this amazing Life affirming Compass for co-creating Thrivable Worlds and Futures with the Wisdom of Living Systems.
