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BF 203: Holistic Financial Planning
General Course Resources
Instructor Contact
Webinar Schedule and Participant Guide
Pre-Course Survey
Nine 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 Financial Planning
Week 1 Webinar Link, Slides, and Recording
Reading: Holistic Financial Planning Manual
FORUM: Introduce Yourself; Meet Your Peers
ACTIVITY & FORUM: Markum Farms Decision Case Study (exercise)
ACTIVITY & FORUM: Inventory Your Resources (with worksheet)
ACTIVITY & FORUM: Create Your Own Farm/Family (Holistic) Goal (example & worksheets).
PRACTICE QUIZ: Let's review some holistic financial planning basics... Wow! That sounds fun!
Week 2: Assessing Starting Net Worth and Identifying Log Jam and Adverse Factors
Week 2 Webinar Link, Slides, and Recording
One Farm's Changes as a Result of HM
Example of Logjam & Adverse Factors Case Study
Testing Your Decisions (downloadable Testing Grid) and an Example
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 first!... 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 Quality of Life Investment (aka Planned Profit): Article & Determining how much is right for you & FORUM
Examples from Full Heart Farm: Net Worth, Planned Income, Planned Profit (Quality of Life Investment)
ACTIVITY: Net Worth and Planned Quality of Life Investment (aka Planned Profit) worksheets
ACTIVITY: Annual Financial Plan Spreadsheet Tool
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
Expand Your Knowledge at a Discount!
Week 4 Quiz - Enjoy this new 100% grass-fed quiz!
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?
Forum: What are you reading/watching/or listening too?
ACTIVITY and FORUM: Gathering Your Numbers into the Financial Plan Template
Week 5 Quiz: No apologies, for the corny quiz jokes... Did I say Quiz? I mean Knowledge Survey.
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
Special Offer!
Staying Connected After This Course Ends
NEW: How to earn a Course Completion Certificate
Forum: What are you reading/watching/or listening too?
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