4801 Spring Valley, Suite 115
Dallas, Texas 75244
The Financial Consciousness Track empowers the individual to have an understanding of finance and its relationship to spirituality.
The majority of the Class in this Track are offered throughout the year by Kathie Novotny, an accomplished Financial Planner and are free to the Community.
CSL Dallas offers additional courses in Finance and Abundance periodically, including Prosperity Plus from Mary Mannin Morrisey, and Spiritual Economics, which is a Science of Mind and Spirit Elective.
TAKING CONTROL OF YOUR FINANCES – A Plan to Reduce Debt and Build SavingsThis class is designed to give you tools and teach you basic budgeting, debt reduction, and savings skills. The intention is to provide a loving and practical approach that guides you to a successful creation of a plan that could work for you. Since this is a hands-on, working seminar be prepared to actively participate in creating your plan.
GETTING STARTED: An Introduction to Investing
Why do people invest? Just as important what stops them from investing in their future? Whatever the reasons this class will explore the why, how and where to invest. You’ll learn how to increase your net worth by setting goals, using appropriate investments, and implementing tried –and-true investment strategies and hopefully love doing it.
SMALL BUSINESSESS: Investments and Strategies
Whether you are in a sole-proprietorship, partnership, or corporation small businesses have unique opportunities to benefit from ownership. Come learn and explore the various ways to save, invest and protect your business.
BUILDING A STRONG FINANCIAL FUTURE: Strategies for Retirement
If you are ready for action this class will take a comprehensive look at preparing for retirement. Learn how to estimate the savings you will need, the impact Social Security benefits and inflation will have on your savings, different asset types and allocation strategies, as well as estate planning considerations and the affect of taxes. More importantly we will make this experience empowering and work to eliminate any fears or doubts you may have in this critical planning stage.
WOMEN AND INVESTING: Unique Challenges, Powerful Retirement StrategiesWomen are becoming more financially savvy, prominent and confident in the world of investing. Although the goal of retirement is commonplace, the nature and needs of women are unique, and understanding them is the first step toward being financially empowered. This class is designed to explore those challenges and offer strategies to meet those needs.
ESTATE PLANNING: Wealth Transfer Strategies
What do you want to happen to your assets when you die? This class is designed to show you the many ways your assets can be transferred after you make your transition. A thought provocative experience designed to help you with this difficult subject.
SPIRITUAL ECONOMICS; A Practical Approach
Expand on the teachings of Spiritual Economics and your desire to live life to the fullest. Join us to learn different thoughts on handling money and your finances. Listen and allow those thoughts help you develop action steps and a plan to achieve your objectives.
RETIREMENT ISSUES: Social Security, Medicare, and Your Retirement
If you are within 10 years of retirement this class is meant for you. You will learn how the face of retirement is changing due to the structure, issues and proposals currently affecting social security, medicare and medigap benefits. We will explore retirement planning strategies that address your specific needs. With knowledge comes the opportunity to enjoy retirement and minimize the anxiety you may have as you move toward a new phase of your life.
is a safe space to deal with the challenges, beliefs and emotions that money attracts in addition to bringing a spiritual and practical application to money and finance.
is a member of CSL Dallas and a successful professional financial advisor for over 13 years. Kathie loves money. She loves working with people and their money. Kathie knows the good that money can do in our lives and in the lives of others. She is committed to healing fear and scarcity thinking around money, while empowering people to feel confident about handling their money in a conscious and joyful manner.