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Financial Planning Webinar



Hosted by Andrea Malmberg and Abbey Smith

Through the years, I have found that most of us struggle with Holistic Financial Planning. We know how great it feels when we have one of those years that we really had our shit together. We communicated well, planned, executed, and reap the rewards. If you are like me, you also know the feeling of not getting it done, opening the door for feelings of shame, guilt, resentment, and greediness that surround money to enter our Whole Under Management. Even when we get around to creating the financial plan, many of us simply fail to monitor, control and replan because of the hang-ups we have about money and our inability to really see our values in action. Do we really want one more thing at the end of the month telling us that we screwed up? What if you could turn it all around and have one more thing at the end of the month telling you that you rocked it?

During this webinar, I will share with you some resources based on Positive Psychology to integrate into Holistic Financial Planning so that you create a common language around money with other Decision Makers. My hope is that you will be empowered to make better decisions generating the profit necessary to create your Quality of Life. Fundamentally, this webinar will introduce you to the tools that will enhance your well-being one decision at a time by ensuring that your Life Energy is profitable.



Meet the Hosts

Andrea Malmberg has lived her life on the land with livestock and real food in the western United States. She holds a Bachelor of Science in Agriculture and a Master of Science in Natural Resource Sciences from Washington State University. After completing her studies in Zimbabwe and Argentina in 2004, Andrea became an accredited professional in Holistic Management. Seeing the need to bring the tools of human flourishing to rural communities, Andrea received a Masters in Applied Positive Psychology from the University of Pennsylvania. As a result, she has created a platform that people throughout the world are using to manage and monitor their well-being – LifeEnergy.Guide.

Over the last twenty-five years, in many different capacities, Andrea has facilitated the exploration of ecological, financial, sociological, and emotional factors, empowering the potential of people to make sound holistic decisions. With her husband Tony, she has run several regenerative land-based enterprises always with the purpose of honing her skills to enhance the well-being of people, animals, and‚ now and into the future. She delights in ranching, homesteading, conviviality, vibrant philosophical discussions, studying human behavior, and finds purpose in being civically active, participating in the creation of healthy communities, and restoring land.


Abbey Smith serves as the Savory Global Network Coordinator. She is also owner and operator of the Jefferson Center for Holistic Management with her husband, Spencer. The Jefferson Center is an organic cattle ranch and Savory Network Hub in Fort Bidwell, California.

She spent two months in South Africa living with families on holistically managed cattle farms after graduating magna cum laude from Cal Poly, San Luis Obispo with a degree in animal science and a focus in communications and ethnic studies. She attended graduate school at the University of Nevada, Reno where she received a master’s degree in interactive journalism. At UNR, she wrote a business plan for an online business to connect consumers and producers of local food. Through the competition, Abbey met her former employer of nine years and was recruited into the online/digital business world. During the last nine years she rose to a position of leadership within the company, Swift Communications, and was involved in many new ventures. She loves to work in in fast-paced, team environments working on projects in emerging markets. Before graduate school, she served as the director of a non-profit organization for natural resource conservation called The River Center in Modoc County, California. This position taught her how to manage a budget and bring groups of people together, often times with conflicting viewpoints, in order to find common ground.

She grew up on a commercial cattle ranch in Indian Valley, in Plumas County, California. Her loving, large, loud family has lived in the valley for seven generations. Family is a source of joy to her. Her goal in life is to build a beautiful world for her daughter, Maezy, which is why she and Spencer are working to advance Holistic Management.

Living in the rural community of Surprise Valley, California and being involved in a global organization is a dream come true. Abbey serves on the Surprise Valley Education Foundation board and is involved in local food groups. She enjoys doing yoga, throwing kettlebells around, gardening, riding horses and hiking with her daughter. Her happiest moments are on the ranch with her family. She loves running and runs alone, except when in Africa.



Resources Mentioned in the Webinar:

Jefferson Center Holistic Management Courses

The book Money Drunk and Money Sober

Values in Action Character Assessment