Every farming operation is unique.

A Farm Plan provides a snapshot of your operation, helping us understand your business, your goals, and the factors that influence your financing needs. By sharing current information about your farm, we can have more productive conversations and provide recommendations that fit your operation.

Why do we ask for a Farm Plan?

The information in your Farm Plan helps us:

• Understand your operation and how it has changed over time
• Review current assets, liabilities, and production plans
• Prepare for lending discussions and renewals
• Provide more accurate financing recommendations
• Identify opportunities and potential challenges early
• Reduce delays when financing decisions are needed

Having up-to-date information allows us to focus less on gathering paperwork and more on discussing your plans and goals.

How it helps you

Completing a Farm Plan can also help you take a closer look at your operation.

Many producers use the process as an opportunity to review their assets, liabilities, production plans, and future objectives. Having this information organized can make it easier to prepare for financing discussions, business planning, succession conversations, and annual reviews.

Getting Started

Download and complete the Farm Plan at your convenience.

Once finished, bring it to your next appointment or provide it to your lender for review. If you have questions while completing the form, our team is always available to help.

We look forward to working with you and supporting the continued success of your operation.