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Holistic Financial Planning Online Learning

April 16, 2018 @ 6:00 pm - 7:00 pm















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: April 16, 23, 30, May 7, 14, 21, 2018
Time: Live at 6:00 – 7:00 pm MST (also recorded for later viewing)
Scholarship Deadline: May 20, 2018
Registration Deadline: May 21, 2018
Instructor: Holistic Management Certified Educator, Elizabeth Marks

  • 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).

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.


April 16, 2018
6:00 pm - 7:00 pm


Holistic Management International


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