NEW EARTH INVESTING
a course designed for conscious creators seeking to learn how to invest their money in a way that supports humanity and the Planet
...even if you have never invested before!!
Secure your place in our Pilot Program
maximum 15 students per Cohort
includes personalized support... a unique opportunity only for Pilot participants PLUS tiered pricing.
If you need a full scholarship, send Carmen a message with your request to carmen@transcendentfinancialliving.com.
2 different schedules to choose from:
September 9th- September 30th Live sessions on Tuesday 11 am EST
September 20th - October 11th Live sessions on Saturday 11 am EST
This course is for you if you have one of the following profiles:
Profile #1 You have money invested in a 401K, IRA, Mutual Funds, Annuities and other instruments and are ready to take a deep look at how your assets are serving or harming the world. You are ready to align your investments with your core values and are committed to serving humanity and the Planet.
Profile #2 You wish to start investing for the first time in your life and want to do so consciously and in alignment with your values from the start. You are committed to serving humanity and the planet with your knowledge, talents, time and money.
New Earth Investing Course
Regular price $500
tiered pricing of $250 or $100.
If you need a full scholarship, send Carmen a message with your request to carmen@transcendentfinancialliving.com.
September 9th - September 30th Live sessions on Tuesday 11 am EST
September 20th - October 11th Live sessions on Saturday 11 am EST
Why Choose Our Investing Course?
YOUR WHY: Because you deeply desire to align your investments with your core values and with how you wish to support humanity and the planet.
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Receive the newest information and tools in ¨new earth investing 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.
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Participate in Group Sessions with a Certified Financial Planner andCoaching former Registered Investment Advisor
4 live 75 minute Group Coaching Sessions
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Direct access to Carmen via Email
Carmen will be available during the duration of the course to respond to your questions via email.
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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.
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.
Passionate about democratizing transcendent financial planning, Carmen believes that everyone deserves to live a transcendent financial life. Committed to her life's purpose statement as a "warrior of Oneness supporting the well-being of All so that humanity and the planet can thrive,"
Carmen D. Ortiz, Ph.D, MBA, CFP
Founder President Transcendent Financial Planning, PBC and Oneness Financial Empowerment, Inc.
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.
Course Modules Overview
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 in the USA
Gaining clarity on who you are and how you wish to impact the "world"
Creating Coherence as a new earth investor.
Discovering and letting go of your Money Scripts and Traumas
Completing the Inventory of your current Investments
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
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 IRAs and brokerage accounts
Learning the process of selecting an investment advisor that best fits your profile
Module 4
The How of New Earth Investing
Opening 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 5
Live Session: Connecting Your
Assets to Your Conscious Estate Plan
Initiating or expanding the conversation about your holistic estate plan and desired Legacy
Testimonials
What world leaders are saying about Carmen
and Transcendent Financial Planning
“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
“Carmen's expertise has made a remarkable difference to our financial health and personal lives. Dr. Ortiz is not only sincere and dedicated, but also exceptionally knowledgeable in her field. Her strategic guidance has directly contributed to our financial stability and growth.”
Jon Eliot Ramer
Co-Founder One World, Sine Network and Compassion Games
Is This Course Right for You?
If you are ready to take the reins of your financial life and learn how to make investments that support the Life economy while contributing to your overall well-being, this course is for you.
I look forward to meeting and collaborating with you in this journey of co-creation of the new beautiful Planet our hearts know is possible.
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