Holistic Financial Planning Workshop

A two-day workshop with Cree Bradley

When: January 9-10th, 2017, 9-5pm
Where: AB Tech Small Business Center 1465 Sand Hill Rd, Candler, NC 28715
Cost: $40 per person, or $60 per couple/partnership. We strongly encourage spouses and farm business partners to attend together.
How to register: Please fill out this short survey at the bottom of this page and we will get back to you with further registration information. After receiving this information we will be in touch with you. If approved for the program, you’ll receive a link to the registration page.

Holistic Financial Planning comes out of the theories and methods behind Holistic Management, a whole farm planning and decision-making framework that helps farmers take into account their triple bottom line – their economic, environmental, and social viability. It is a fantastic workshop that has not been offered in our region before and could be a game-changer for how you think about your farm finances.

Goals for the workshop:

  • Help farmers navigate the delicate balancing act that all farmers must succeed in:  balancing healthy profits with healthy land and a healthy farm family and personal life.
  • Learn how to make financial decisions toward farm & family values and goals, and how to build profit into your plans up front, rather than hoping there is something left once expenses are subtracted from income.
  • Help farmers connect financial systems for home and farm management into a clear program to focus in and get clear on their numbers.
  • Learn ways to assess financial, personal and farm weak links.  

Who is Invited:

  • Farmers of all production types and models from across WNC. We recommend that you have at least one year of farming under your belt so you can bring real numbers to work with during the class.
  • Familiarity with basic holistic management concepts, including a holistic goal is encouraged


holistic-management-cree-bradleyCree Bradley has served in a variety of positions with sustainable food and farming work throughout the Midwest. Over a 15-year period, she has organized programs with the Sustainable Farming Association, Institute for a Sustainable Future, Rocky Mountain Farmers Union, and the Land Stewardship Project. She has also served in contracted roles providing Holistic Management trainings in IL, WI, SD and MN, and with the MN Department of Agriculture’s Farm Core program, providing case management flood recovery support for farmers. Since 2008, Cree has been involved in beginning and advanced beginning farmer training, providing leadership in the development and facilitation of Lake Superior Farm Beginnings® (2008-2013) and providing ongoing curriculum development support to the Land Stewardship Project (2013-Current). Cree currently focuses on Holistic Management Training.

Space is limited. There is a short application and selection process to ensure attendees are prepared for the class.