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Getting Started Holistic Financial Planning Course Results

HMI’s Online Learning Series Getting Started Holistic Financial Planning course began in May 2015 with 25 participants from all around the world. This course focused on key financial principles that helped participants learn how to work on their business, not just in their business. This simple approach to financial planning assisted participants to understand the big picture view as well as make critical production decisions based on a clear sense of cost of production for different enterprises. Participants were able to develop a financial plan and identify ways to implement and monitor that plan. The participants were very excited to learn the key economic analysis tools for improved financial decisions for both annual budgets and for long-term investment.

Featured Participant:
Patricia Maas
Patricia Maas

”The Holistic Management Financial Planning program is one I am very glad to have taken. It’s helped me develop a workable plan for varied enterprises involving ranching and farming.  It’s something that am implementing now and making progress. This progress is because of learning the varied steps, and tests involved in making sound Holistic Financial decisions. I often work alone and being able to assess situations using the tools learned during this coursework is instrumental in moving forward toward my Holistic Goal. “

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