Work with me to achieve your financial goals.
Author & Speaker
for Big Dreamers
I help individuals and corporations make realistic retirement roadmaps that achieve big financial dreams.
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 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.
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.