Holistic Financial Planning Workshop


  • TBA / Lawrence-Ottawa area

NOTE NEW DATE: this workshop has been re-scheduled from previous dates. Create your own Holistic Financial Plan to manage and grow your business and build wealth. This 3-day course will provide you with the tools to create, implement and monitor a Holistic business plan for your operation. You will have the opportunity to use tools to test possible actions, weigh your options and make decisions as you create a Plan for your whole operation. To register and learn more, visit our Workshops registration page.

Topics covered will include:

  • Aligning your financial decisions with the Holistic Context goals you will set
  • Valuable testing guidelines or “filters” for making better decisions
  • Management tips and ideas
  • How to use simple planning forms to create a Holistic plan for your entire operation
  • A process for tightly monitoring your financials to stay on track.

Most of us keep records for tax purposes showing what has already happened in the past. Holistic Financial Planning utilizes a robust decision-making framework to utilize past performance with targeted interventions to plan forward for profit across your whole operation, within your Holistic Context or goal. Some work will be needed after the course, but you will be well on your way to having a completed business plan for your farm or ranch business by the end of the course. This is an accreditation-level course for the Savory Institute