Enroll $200

Final Pilot Cohort

This is the last Pilot of New Earth Investing before the course opens to the public.

As a participant in this final pilot, you’ll receive unique founding-member benefits that won’t be available once the course goes public including direct access to Carmen and live weekly coaching.

Limited to 20 participants
Direct email access to Carmen throughout the course
Weekly live coaching sessions with Carmen

Final Pilot Cohort

New Earth Investing Course

For creators of the more beautiful planet
our hearts know is possible.

Welcome Message

An online course for values-aligned investors

Grow your wealth.
Regenerate the world.

As a participant in this final pilot, you’ll receive unique founding-member benefits that won’t be available once the course goes public including direct access to Carmen and live weekly coaching.

Reserve Your Spot — Early Bird $200
See What's Inside
  • Led by a Certified Financial Planner
  • Zero sales pressure, purely educational
  • No ties to any advisory firm
VALUES RETURNS PLANET PEOPLE

Is this course for you?

Two kinds of investors find their way here.

You don’t need a finance background just a real desire to close the gap between your money and your values.

Profile 01

The Awakening Portfolio

You already hold stocks, bonds, mutual funds, crypto, precious metals, real estate, or other assets and you’re ready to take an honest look at how that money is actually serving, or harming, the world. You want to make the shifts needed to bring your holdings into alignment with your core values.

Profile 02

The First-Time Investor

You’re investing for the first time in your life, and you want to start consciously, in alignment with your values, from day one. You’re committed to serving humanity and the planet with your knowledge, your talent, your time and now, your money.

Your why

Because you want your investments to carry your values as far as your paycheck does.

New Earth Investing gives you the newest thinking and practical tools in impact and values-based investing with no sales pitch, no product to buy, and no ties to any brokerage or advisory firm.

The Why, What & How

A complete arc from the systems-thinking foundation, to the categories of New Earth investments, to the concrete steps for building and executing your plan.

Live group sessions

A complete arc from the systems-thinking foundation, to the categories of New Earth investments, to the concrete steps for building and executing your plan.

Direct access to Carmen

A complete arc from the systems-thinking foundation, to the categories of New Earth investments, to the concrete steps for building and executing your plan.

The Why, What & How

A complete arc from the systems-thinking foundation, to the categories of New Earth investments, to the concrete steps for building and executing your plan.

Live group sessions

A complete arc from the systems-thinking foundation, to the categories of New Earth investments, to the concrete steps for building and executing your plan.

Direct access to Carmen

A complete arc from the systems-thinking foundation, to the categories of New Earth investments, to the concrete steps for building and executing your plan.

Meet your guide

Carmen D. Ortiz, Ph.D., MBA, CFP®

Carmen D. Ortiz

Founder & President, Transcendent Financial Living, PBC

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 24, then built a career in college teaching and international consulting before pursuing an MBA in Investment Management at Columbia University.
She spent time as a Wall Street investment banker before founding her own financial planning and investment advisory firm in 1988. Today she’s at the forefront of co-creating an emergent ethical-spiritual business model — teaching New Earth Investing and building Oneness Financial Empowerment, Inc., a not-for-profit, alongside Transcendent Financial Living, a Public Benefit Corporation.

Carmen is committed to democratizing transcendent financial planning, guided by her life’s purpose: to serve as a “warrior of Oneness supporting the well-being of All, so that humanity and the planet can thrive.”

"I've been convinced, since becoming a Certified Financial Planner and independent investment advisor in 1988, of the radical difference it makes when investment decisions are made according to one's values. You can make investments that have a positive impact — and still get the growth and security you need."

— From a letter by Carmen Delia

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