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Transcendent Financial Planning: A New Paradigm for the New Earth

As a Certified Financial Planner committed to the well-being of all and the Life affirming economy, I am thrilled to introduce Transcendent Financial Planning, a revolutionary new financial planning paradigm designed to empower individuals to create a transcendent financial life. This approach is specifically tailored for Co-creators of the New Earth who are seeking to create own holistic financial well-being so that they are empowered to support their sacred mission by serving humanity and the planet.

Transcendent Financial Planning is more than just managing your money – it is about connecting your financial goals with your personal and spiritual values, creating a life where you are fully present to your true self today and who you are becoming day by day. . By taking a proactive approach to your finances and incorporating the basic principles of transcendent financial living, you can create a life that not only supports your personal well-being, but also contributes to the well-being of All.

This blog category is a resource for individuals looking to elevate their financial consciousness and money wisdom by committing to their financial well-being and to the well-being of All. Through articles, tips, and guides, we will explore topics such as conscious spending, regenerative investing, mindful budgeting, unretirement, and comprehensive estate planning. Our goal is to help you cultivate a new mindset around money that will enable you to support your sacred mission without fears or conflicts.

Join us on this journey toward financial liberation and discover how Transcendent Financial Planning can help you create a transcendent financial life. Together, we can build a brighter future for ourselves, our communities, 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.