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Holistic Financial Planning

Price

350

Duration

7 - Weeks

Time & Location

Dates: January 27 - March 10, 2026, Live webinars on Wednesdays(recorded for later viewing)

Time: 11:30 AM – 1:00 PM MDT (please note time zone!)

Scholarship Deadline: January 20, 2027

Registration Deadline: January 27, 2027

Instructor: HMI Certified Educator Bluesette Campbell

Cost: $350, includes learning materials ($200 for FSA Borrowers)


Overview:

Topics

  • 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


Outcomes

  • Develop a financial plan which will consist of a yearly budget

  • Determine current net worth and projected net worth at year-end to analyze the 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  the return on investment (up to 3 investments)

  • Be able to analyze livestock production strategies and ramifications on financial planning (for those working with livestock)


Fee & Financial Assistance


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 landline) OR Microphone

  • E-mail address

  • All classes are taught in English (unless otherwise specified)

Your Presenter(s):

Bluesette Campbell, Holistic Management Certified Educator


Bluesette Campbell and her husband, Mark, run a 4000-acre ranch as a 700-cow/calf and long yearling operation along with Mark’s brother, Scott. They are third generation Campbells with the intergenerational transition to the fourth just around the corner. Their family ranch has been managed holistically for 35 years with Bluesette being a manager/owner for the past 20+. It is stated in their 3-part holistic goal that ideas and experiences are shared with others in the community, therefore, as Don Campbell did before her, Bluesette is becoming a Certified Educator so she can teach what has brought her family much success in agriculture. She currently sits as President on the HM Canada Board and is actively teaching course, speaking and consulting. https://www.facebook.com/campbellsbbarcranch/

Thank you to our collaborators and funders.

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