The old financial models were built for a world that no longer exists.
They were built for stability. For predictability. For a version of reality where markets always bounce back and growth is infinite.
But that version of reality has collapsed.
We’re living in a time shaped by intersecting crises and awakening awareness. Climate, capital, consciousness, and community are all in flux. Volatility isn’t the exception—it’s the atmosphere.
And yet, the tools we’ve been handed—spreadsheets, retirement projections, risk tolerance questionnaires—haven’t changed. They’re trying to map a new world with old logic.
This is where the New Reality begins.
Not in panic. Not in performance. But in recognition.
When you see the systems clearly, you stop trying to fix what’s crumbling—and start building what can last.
Aligning capital with what is real
In the New Reality, investing is no longer just a financial act—it’s an energetic one.
Every dollar is a decision. Every allocation is an alignment.
Time, money, and attention are all forms of energy. Where we direct them determines what grows, what sustains, and what withers.
We invest differently because the world is different.
We invest with the understanding that everything is interconnected—people, systems, ecosystems, futures. There is no isolated win. Only shared consequence.
We prioritize investments that restore circulation, reflect values, and support what life actually needs: food, water, health, land, innovation, and equity.
We invest in ways that promote:
- Purpose over speculation
Strategy that reflects values, not just projections.
- Sustainability over extraction
Businesses that replenish, restore, and regenerate.
- Peace over pressure
Financial plans that support stability, not anxiety.
- Equity over exclusion
Capital flows that uplift communities long overlooked.
- Possibility over fear
Bold experiments that acknowledge what’s broken and imagine what could work instead.
This is how we invest in the New Reality.
With energy, intention, and the recognition that money is not the goal—
It’s the conduit towards the outcomes we desire.
Meet Lisa J. Heathfield, CFP®
Co-founder of the New Reality Fund.
Current human being living a quantum physics experiment.
I walked away from traditional finance when I realized the models I was trained to use no longer matched the world we live in—not energetically, not economically, not ethically. Something deeper was asking to be built. Something aligned.
I didn’t know exactly what it was yet, but I knew I had to go find it.
Since then, my life has become an unfolding experiment in quantum alignment: letting synchronicity, intuition, and real-world pattern recognition guide the next step—even when there’s no map. Especially when there’s no map.
Now, I live at the intersection of capital, consciousness, and collapse—naming what’s shifting, holding coherence, and helping build the structures that might actually hold up in the world ahead.
I move with people building what’s next.
Regenerative founders. Capital stewards. Visionaries and realists.
Not to direct or define—but to witness, reflect, and stay aligned with what matters.
I move where the energy points. Sometimes that’s strategy.
Sometimes it’s a conversation that shifts the whole field.
What guides me?
We live in a reality shaped by energy.
Money, time, and attention are all forms of energy.
How we use them reveals what we value.
I believe in alignment. In investing with integrity. In restoring circulation.
In doing what makes sense now, not what made sense on paper in 1993.
I believe collapse isn’t the end of something. It’s the revealing of what was never real—and the invitation to build something that is.
