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Sun, Feb 11



Holistic Financial Planning Workshop

Join us and Cree Bradley for a Holistic Financial Planning Workshop - creating spreadsheets with meaning that help people think differently and more positively about the work involved in financially managing the farm business.

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Holistic Financial Planning Workshop
Holistic Financial Planning Workshop

Time & Location

Feb 11, 2024, 9:00 AM – 2:00 PM


About the event

About Holistic Financial Planning: 

This annual planning process is an intentional, strategic, caring, and effective approach to financial decision-making and management that helps farmers navigate the intensity and density of farming and farm life, and the delicate balance between healthy profits, stewardship of the land, and quality of life for the farm, people and/or family involved. It incorporates:

  • Value clarification — defining what is most meaningful to you.
  • Values-based decision making as the true driver of financial decisions.
  • Financial planning as a proactive tool to help meet present and future goals.

Through this workshop, unique concepts around wealth and expenses such as social, biological and paper wealth, weak links, and wealth-generating expenses are explored that can get people thinking differently about what is important, what is needed, and what is desired. You will learn how to create an annual financial plan, which serves as a dynamic cashflow statement that builds profit into the plan upfront, puts you in control of your financials throughout the year, and prioritizes reinvestments into the business and one's life. This can help you move towards farm, personal, and family goals using your financials as a tool.

This workshop will be held on Saturday, February 10th from 9am - 12:30pm & 2pm - 4pm AND Sunday, February 11th from 9am - 12:30pm & 1pm - 2pm.


  • $10/farm - scholarships available
  • Computer with internet & Zoom access

Meet the Speaker!

Cree Bradley of Worksong is a practitioner of Holistic Management, a values-based decision-making process for managing natural resources that generates financial strength and improves quality of life while enhancing the environment that sustains us.

She has worked with holistic goal-setting and financial planning since 2008, when she first directed and led the Lake Superior Farm Beginnings course. Since then, she has worked with farmers through various farm organizations across the United States.

Utilizing her formal education of Holistic Management, as well as personal experience applying Holistic Management principles and practices to her operation — Chelsea Morning Farm/Never Summer Sugarbush — she covers key topics to start managing agricultural pursuits holistically.

Utilizing her formal education in Holistic Management and applying its principles to her own operation—Chelsea Morning Farm/Never Summer Sugarbush—Cree covers key topics crucial for holistic agricultural management. Cree teaches in an honest, open way, drawing upon lived examples and her own farm experience, while providing a simple framework, tools, decision-making process, and creative ways of thinking for making compelling financial decisions.

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