Holistic Financial Planning

This course provides key financial principles that help you learn how to work on your business, not just in your business. This simple approach to financial planning will help you understand the big picture view as well as make critical production decisions based on a clear sense of cost of production for different enterprises. You will develop a financial plan and identify ways to implement and monitor that plan. You’ll learn the key economic analysis tools for improved financial decisions for both annual budgets and for long-term investment.

Dates: every Tuesday, March 12 – April 16, 2019
Time: 1pm-2pm MST (also recorded for later viewing)
Scholarship Deadline: March 5, 2019
Registration Deadline: March 12, 2019
Instructor: Holistic Management Certified Educator, Phil Metzger

 

TOPICS

OUTCOMES

Understanding the difference between financial planning, managing, and accounting and who is responsible for these activities on your management team Benefits of a holistic, value-based approach to finances Using your whole farm or ranch goal to improve your financial decision-making Prioritizing expenses to increase your farm/ranch investment strategies Planning for profit Improving profitability with enterprise analysis  Analyzing net worth and tracking progress Writing plans to maximize profitability Increasing creativity in planning and marketing for more profit.

Develop a financial plan which will consist of a yearly budget Determine current net worth and projected net worth at year end to analyze effectiveness of financial investments Develop enterprise analysis for each enterprise (up to 3 enterprises) to move from a production focus to a profit focus Be able to analyze expenses and investment allocation strategies so you can better determine  return on investment (up to 3 investments) Be able to analyze livestock production strategies and ramifications on financial planning (for those working with livestock).

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Ongoing Learning and Support

All course curriculum is downloadable so you can save it for future use. And when you take a Holistic Management course, your learning and support doesn’t end when the class is over. At the end of your training, you will be notified by email of an opportunity to continue to learn and get support and feedback on plans for two months after your training. In addition to all the resources available to you during the class, you will have access to:

• 2 additional months of support and learning
• Monthly live webinars to assist you and other trainees (recorded for you to watch if you can’t make the webinar)
• The opportunity to get additional feedback on your plans
• More opportunity to engage with and learn from the international network of Holistic Management practitioners.

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Fee, Financial Assistance and Payment Plan

• $350 per person
• Eligible for the HMI Terry Gompert Memorial and Greenacres Foundation Scholarships
  • get the scholarship application here
• *Qualifies for FSA Borrower Training Credit in various USA states

Classes require a minimum of 10 and are restricted to a maximum of 35 participants.

Payment Plan

Can’t afford to pay in full? No problem! HMI offers convenient payment plans to help you get the training you want to create a more profitable and sustainable business.

The Payment Plan is optional. You can pay the total amount of $350 when registering or 2 installments totaling $375. The payment plan schedule is as follows:

• $200 due upon registration
• $175 due April 1, 2019

Money Back Guarantee

HMI stands behind our training programs. If you participate fully in this training program by attending all sessions and completing all assignments satisfactorily, and if you are not completely satisfied within 10 days of program completion, we will refund your registration fees.

Your information is secure and will never be sold or shared.

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Logistics

This course is seven weeks long and you should plan on about 2 – 4 hours each week participating in the webinars and completing the assignments. While the webinars are scheduled at a particular time, you will be able to complete the assignments at any time during the week. Don’t worry if you miss a webinar, we’ll be recording them and you can view it before the next scheduled webinar. Assignments may include watching videos, reading and written exercises.

With real-time audio, video and whiteboard capabilities our learning environment allows you to stay connected for a more engaging learning experience. You are encouraged to contribute to class discussions (either on the webinar or online forum). You can build relationships with other students from across the country and maybe even the world.

You’ll also receive a FREE one-year introductory electronic subscription to IN PRACTICE and a certificate upon completion of the course.

Technology /Language Requirements

• Computer (PC or Mac are fine)
• Reliable high-speed internet access
• Internet browser (Explorer, Chrome, Firefox, or Safari)
• Microsoft Word and Excel
• Telephone (cell or land line) OR Microphone
• E-mail address
• All classes are taught in English

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Participant Testimonials

“The Holistic Management International Courses have opened my eyes to a new world of animal, land and business management.  Before HMI, a total novice to farming, farm animals and land management.  The once thought of short golf course beautiful pastures now bring a totally different feeling.  No longer is over worked, under nourished, lands my envy. Transforming our own little 10 acre paradise into a healthy well managed, and planned out piece of heaven on earth has been made so much easier by the knowledge we have gained from these courses. The instructors are fantastic and so helpful with excellent advice for each person either in class or one on one.  Anyone who wants to find a different way to see the business of farming, novice or expert I believe HMI is well worth the time spent to participate.” – Holly Dolder, Washington, USA