The Farmers Financial Blueprint

A complete, project-based financial plan for farmers and food business owners.

  • Foundation & Stability

    The core personal and household financial systems—cash flow, debt, budgeting, and essentials—that keep your life steady and give you control over your financial direction.

  • Risk & Resilience

    The insurance, legal protections, savings buffers, and personal safeguards that protect your family and finances from unexpected disruptions.

  • Growth & Wealth

    The investment, retirement, and long-term savings strategies that build financial independence beyond the daily demands of the farm or food business.

  • Life & Legacy

    The values, goals, and relationship dynamics that guide how you use money to support your family, strengthen your community, and create long-term meaning.

  • Transition & Regeneration

    The personal planning, documentation, and decision-making that prepare you—and those who depend on you—for future changes, including career shifts, aging, inheritance, and long-term stewardship.

$1500

Let’s grow together.

From where you are today to where you want to go.

  • Quick Intro

    Let’s see if we can build something great.

  • Discover

    We dig into your goals and values.

  • Get Organized

    We gather a clear picture of your financial life.

  • Start Growing

    We create your plan for a secure future.

When we’re done, you’ll walk away with your personal roadmap for making informed, confident decisions about your future.

Schedule A Free Consultation

*Shelterbelt Advisors does not provide legal advice. Estate planning guidance is provided in collaboration with one of our trusted partners. Please consult a qualified attorney for legal advice specific to your situation.