The financial planning process described in part 1 reflects the accumulated knowledge of several decades. Lessons learned in practice have enabled the Savory Institute and its associates to refine and improve the various planning steps, and we will continue to improve them. To ensure that holistic managers are kept current, the Savory Institute periodically updates its Guide to Holistic Financial Planning. You can obtain this guide from www.savoryinstitute.com.
The financial planning forms you’ll need—Worksheet, Livestock Production Worksheet, Annual Income and Expense Plan, and Control Sheet—are reproduced here (not actual size) and are available from the Savory Institute. Also available is the Holistic Financial Planning software, which not only includes the forms in electronic format, but also transfers data from worksheets to the spreadsheet automatically and does all the arithmetic for you.
