NEW EARTH INVESTING
a practical course for conscious women committed to social, economic and environmental justice
July 24th through August 21st, 2025
New Earth Investing is a course designed for conscious professionals and entrepreneurs committed to social, economic and ecological justice.
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. And, you are ready to align your investments with who you are and wish to become. Plus, you deeply desire to experience coherence in all aspects of Your life, including money.
Profile #2 You are starting to invest 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 social, economic and ecological justice and wish for your investments to express these commitments.
New Earth Investing Course $500
Thursday July 24th through August 21st
Why Choose Our Investing Course?
YOUR WHY: Because you deeply desire to align all aspects of your money with your core values
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Receive the newest information and tools in conscious investing with zero sales pressure
Purely educational in nature, this course has no ties to financial advisors or investment firms.
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Participate in a Group Coaching process with a Certified Financial Planner and former Registered Investment Advisor
4 live 90 minute Group Coaching Sessions with Carmen.
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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 Investment Compass
Your investment Compass will guide you as you develop and execute your own conscious investment plan.
Meet Your Guide to New Earth Investing
After completing the MBA in Corporate finance, Carmen served as a Wall Street investment banker for 2 years. She left Wall Street to start her own personal financial planning and investment company in Manhattan, which later expanded to Miami. Following years of inner work and a profound personal and spiritual transformation, today her Purpose Statement is:
¨I am an authentic 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 the history of conscious investing in the USA, its impact and what it means to you and your financial well-being
Gaining clarity on who you are and how you wish to impact the "world"
Discovering and letting go of your Money Scripts and Traumas
Completing the Inventory of your current Investments
Module 2
Introduction to New Earth
Investing in 2025 : Challenges, Opportunities and Why Now
Learning the foundations of conscious investing and why the world and the Planet need all investors to invest consciously
Discovering the current conscious investing landscape in the USA and globally
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
Discovering 10 New Earth Investment Options
Learning how self-directed IRAs work
Setting up your Self-Directed IRA
Opening your own Brokerage account
Learning how to select an investment advisor that best fits your profile
Module 4
The How of New Earth Investing
Creating your Investment Compass
Designing your Investment Portfolio based on your Compass
Learning how your investments fit into 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 a difference to your own well-being while also making a positive impact with your money, this course is for you.
I look forward to meeting and collaborating with you in this journey of co-creation of the New Earth and more beautiful Planet our hearts know is possible.
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