Why is Holistic Financial Planning Important?

Holistic Financial Planning helps you achieve a healthy triple bottom line- thriving finances, environmental health and a better quality of life.

Good financial planning and management are essential for business success. Holistic Financial Planning will help you make financial decisions and plans within the context of your values, taking into account all the reasons you are involved in farming/ranching.

In this two day workshop, you will learn and work through the 9 steps to financial success:

1. Make financial decisions towards your holistic goal (created in Holistic Management Foundations workshop)

2. Facilitate important conversations

3. Analyze your enterprises

4. Assess potential new enterprises

5. Plan for profit up front

6. Define income streams

7. Calculate a cap for all expenditures

8. Prioritize expenses to reinvest in your operation

9. Monitor your plan proactively

You will leave with a first pass of a financial plan for your operation.

Lunch included both days.

Suggested Pre-Requisite: Foundations of Holistic Management

VIP Workshop Experience Option

Do you want a deeper experience during the workshop?

The VIP Pass includes:

• Complimentary dinner at  Sabor a Pasion , cooked by Chef Simon and hosted by Christine Martin on Wednesday evening at 7 pm. You’ll be able to meet Christine ahead of the workshop and glean some of her wisdom!

• Wednesday and Thursday evening accommodation at  Sabor a Pasion , a B&B in Palestine, Texas.

• Complimentary Breakfast Thursday and Friday morning at Sabor a Pasion

• Q & A Cocktails and Appetizer on Thursday evening from 5-7:30 pm at The Regen Ranch in Oakwood, Texas.

• Note: You will be responsible for your own dinner arrangements on Thursday evening.

NOTE: Only select ONE OPTION: either the Workshop or the VIP Workshop!