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BF 203: Holistic Financial Planning
General Course Resources
Instructor Contact
Webinar Schedule and Participant Guide
Pre-Course Survey
Ten Steps of Holistic Financial Planning
Kiva US - 0% Loans up to $15,000
Navigating in Teachable; Getting a Course Completion Certificate; and More
Week 1: Getting Started with Holistic Management
Week 1 Webinar Link, Slides, and Recording
FORUM: Introduce Yourself; Meet Your Peers
OPTIONAL: ACTIVITY & FORUM: Inventory Your Resources (worksheet)
OPTIONAL: ACTIVITY & FORUM: Craft Your Own Farm/Family (Holistic) Goal (example & worksheets).
ACTIVITY & FORUM: Markum Farms Decision Case Study (exercise)
PRACTICE QUIZ: Let's review some holistic financial planning basics... Wow! That sounds fun!
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 (downloadable Testing Grid) and an Example
Brainstorming: Crowdsource Creativity to Solve Your Farm's Problems
ACTIVITY and FORUM: What are Your Farm's Weak Points?
Optional ACTIVITY: Arriving at Effective Solutions; Using a Step by Step Approach to Decision Making
Quiz: Be sure to review the Testing Questions 1st!... and have fun with this!
Week 3: Planning Income and Profit, Laying Out Your Net Worth
Week 3 Webinar Link, Slides, and Recording
Holistic Financial Planning: Perspectives from Farmers
Planned Profit: Article & Determining how much is right for you & FORUM
Examples from Full Heart Farm: Net Worth, Planned Income, Planned Profit
ACTIVITY: Net Worth and Planning Profit worksheets
ACTIVITY: Annual Financial Plan Spreadsheet Tool
Example of Logjam & Adverse Factors Case Study
Quiz: Think of this as more of a knowledge survey!
Week 4: Planning, Prioritizing, and Cutting Expenses
Week 4 Webinar Link, Slides and Recording
Decision Testing Examples & FORUM
ACTIVITY: Gross Profit Analysis Worksheet & Example
ACTIVITY: Planning your Income Worksheet & Example
Full Heart Farm Examples - Expense Sorting and Enterprise Analysis
EXERCISE: Practice Sorting and Prioritizing Expenses
Summary of Activities and FORUM for Week 4
Week 4 Quiz - Enjoy the new corny quiz jokes!
Week 5: Balancing the Plan, Checking Monthly Cash Flow and Determining Ending Net Worth
Week 5 Webinar Link, Slides and Recording
Another Decision Testing Example: Sulco Farm & FORUM
Inspiration for Re-Investing Profit in Your Farm
50% Planned Profit?
ACTIVITY and FORUM: Gathering Your Numbers into the Financial Plan Template
Week 5 Quiz, Actually, my apologies, for the corny quiz jokes, to those that take their quizzes very seriously.
Week 6: Proactively Monitoring Your Plan
Week 6 Webinar Link, Slides and Recording
ACTIVITY: Monitoring Worksheet and FORUM
ACTIVITY: Post-Course Survey - Complete for a Chance to Win!
Full Heart Farm Financial Spreadsheet (Mac-Friendly)
Holistic Financial Planning Manual and Other Free Downloads
Staying Connected After This Course Ends
NEW: How to earn a Course Completion Certificate
OPTIONAL: ACTIVITY & FORUM: Craft Your Own Farm/Family (Holistic) Goal (example & worksheets).
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