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BF 203: Holistic Financial Planning
General Course Resources
Instructor Contact
Webinar Schedule and Participant Guide
Pre-Course Survey
Kiva US - 0% Loans up to $10,000
Ten Steps of Holistic Financial Planning
Week 1: Getting Started with Holistic Management
Week 1 Webinar Link, Slides, and Recording
FORUM: Introduce Yourself; Meet Your Peers
ACTIVITY and FORUM: Inventory Your Resources
ACTIVITY: Begin Your Farm/Family Goal
FORUM: Markum Farms Decision Case Example
Week 2: Assessing Last Year and Identifying Weak Points
Week 2 Webinar Link, Slides, and Recording
One Farm's Changes as a Result of HM
Testing Your Decisions, and an Example
Brainstorming: Crowdsource Creativity to Solve Your Farm's Problems
ACTIVITY and FORUM: What are Your Farm's Weak Points?
Arriving at Effective Solutions; Using a Step by Step Approach to Decision Making
Week 3: Planning Income and Profit, Laying Out Your Net Worth
Week 3 Webinar Link, Slides, and Recording & Quiz
Holistic Financial Planning: Perspectives from Farmers
FORUM: Planned Profit article
Examples from Full Heart Farm
ACTIVITY: Net Worth and Planning Profit
ACTIVITY: Annual Plan Spreadsheet tool & FORUM
Week 4: Planning, Prioritizing, and Cutting Expenses
Week 4 Quiz - Enjoy!
Week 4 Webinar Link, Slides and Recording
Decision Testing Examples & FORUM
Full Heart Farm Examples - Expense Sorting and Enterprise Analysis
Practice Sorting and Prioritizing Expenses
Gross Profit Analysis Worksheet
ASSIGNMENT and FORUM for Week 4
Week 5: Balancing the Plan and Checking Monthly Cash Flow
Week 5 Quiz, enjoy!
Week 5 Webinar Link, Slides and Recording
Another Decision Testing Example: Sulco Farm
Inspiration for Re-Investing Profit in Your Farm
50% Planned Profit?
ACTIVITY and FORUM: Gathering Your Numbers into the Financial Plan Template
Week 6: Post-Plan Net Worth and Monitoring
Week 6 Webinar Recording
Post-Course Survey - Complete for a Chance to Win!
Monitoring Worksheet and FORUM
Holistic Financial Planning Manual and Other Free Downloads
Staying Connected After This Course Ends
Kiva US - 0% Loans up to $10,000
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