Creating Universal Access through Self Directed Financial Planning Systems 

 May 11, 2023

By: our Featured Finology Educator

Creating Universal Access through Self Directed Financial Planning Systems


May 11, 2023    
9:00 am - 11:00 am


Event Type

Carmen Delia Ortiz, Ph.D, MBA, CFP®

Transcendent Financial Planning

Creating Universal Access through its Self Directed Financial Planning System

Join us for Carmen sharing about  Transcendent Financial Planning, LLC, a start up company that is transforming the economic paradigm through its ethical-spiritual, self-directed  Transcendent Financial Planning System”, experienced inside a virtual community of members celebrating their racial, ethnic, gender, sexual orientation, functional abilities and other diversities; all awakening to Unity Consciousness and committed to the co-creation of the new Ecological Civilization. 

Are you as excited as we are?!

About Carmen

Carmen is committed to serving the world’s Evolution through Ethical-Spiritual Entrepreneurship so that we can all Be more, Love more and Create more as One with the Universe.

I am a Latina evolutionary woman on a mission to expand human consciousness through ethical-spiritual entrepreneurship. Currently leading the development of three ethical-spiritual business:

1. Transcendent Financial Planning

2. Teen Evolution Ventures, LLC

3. Supraconciencia, LLC.

We are creating a global movement of evolutionary leaders in technology, business, education, journalism, health, philanthropy, investments, etc.

Our companies are focused on shifting the gender, education, business, success and economic paradigms from an intersectional perspective.

What Is Finology

The What is Finology? Project considers the nature of money and it's meaning in our lives. The Finology Fellows are a group of experienced Certified Financial Planner™ Professionals who have a deep and grounded understanding of Finology, the Financial Planning Profession and the nature of how we exchange value.

Jake Wagner

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