Time & Location
Cost: $350, includes learning materials ($200 for FSA borrowers)
Dates: May 7 – June 18, 2025 (weekly live webinars on Wednesdays)
Time: 11:30-1:00 PM MST
Scholarship Deadline: May 1, 2025
Registration Deadline: May 7, 2025
Instructor: HMI Certified Educator Phil Metzger
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
$350 per person ($200 for FSA Borrowers)
Eligible for Scholarships
Qualifies for FSA Borrower Training Credit in all USA states
If you are awarded a scholarship, you will receive a discount code.
FSA Borrowers – Email hmi@holisticmanagement.org for your FSA discount code when registering. The discounted price of $200/course applies to the Online Financial Planning course only.
Your Presenter(s):
Phillip Metzger
Professional Certified Educator
Phil Metzger Consulting
Phil Metzger is a natural resources development consultant having recently retired from a 32-year career as a resource conservationist for the USDA – Natural Resources Conservation Service (NRCS). He has extensive experience working with an array of public, private and non-profit partners in natural resources conservation and rural economic development. He instructs on various topics including: farm/personal/business/organization goal setting,customer service,resource delineation,improved decision making,financial/business/land/grazing planning,biological monitoring,and reading the land. He is a Certified Educator in Holistic Management, currently serving as an instructor for HMI's Getting Started courses.