Work with me to achieve your financial goals.

Dream Guide

Author & Speaker


Financial Consulting
for Big Dreamers

I help individuals and corporations make realistic retirement roadmaps that achieve big financial dreams.

Here’s How I Deliver

Using proven approaches to act as the catalyst for dreaming bigger.

Providing manageable pathways that are a catalyst to success.

Demonstrating total commitment to helping you drive your future visions.

What I Do To Ensure Success

Workshops for individuals and corporate teams.

Future Vision & Dream Discovery

This discovery workshop provides in-depth clarity for your future vision. You’ll uncover exactly what you're working towards & how  to get there easier than ever.

One-on-One Consultations

One-on-one consults dig into YOU to find exactly what your goals and planning needs are. Then we create a completely custom roadmap to your ideal future.

Freedom to Dream Workshops

Using the DreamNumberTM tool, we will assess your position on the path to financial freedom. You will learn the next steps to make it reality.

The 90-10-90 Plan

Want a successful corporate retirement plan? This workshop will show you how to use and implement the 90–10–`90 strategic formula today.

Retirement Plan Review - Corporate

To ensure your corporate retirement plans are working FOR you as effectively as possible, this service will assess them for maximum ROI.

Executive Retention Plans

Every organization has great people they need to build long-term partnerships with. I can help you create a custom plan to retain your key executives.

What is a Dream NumberTM?

Your Tool for Dream Actualization

I created the Dream NumberTM platform with a deep understanding of what needs to be in place to achieve your dreams.

As a comprehensive tool, its purpose is to help make your dreams a reality starting now.

What it Can do For You

Establish a realistic way to achieve your dreams without the overwhelm

Help keep you on track by allowing you to visualize your savings and progress

Demonstrating total commitment to helping you drive your future visions.

Get In Touch with Kort

If you’d like to book me for an event, conference, podcast, or other appearance, click below to send a message.