Introducing the Family Wealth Blueprint: Planning with Intention and Stewardship

In this episode, we explore what family wealth planning really looks like at Financial Planning By Design. This isn’t just about money—it’s about people, purpose, and the kind of legacy that holds meaning across generations.

I’ll introduce you to our signature process, the Family Wealth Blueprint, and how it serves as a strategic guide for families who want to move forward with clarity, collaboration, and deep-rooted intention.

If you’re navigating succession, complexity, or simply want to ensure your family’s future is built on more than numbers, this episode is where we begin—with stewardship at the heart of it all.

Hosted by Penny Di Giovanna, CFP®, CDFA®
Founder of Financial Planning By Design | Multi-Gen Family Planning - Boutique Virtual Family Office

🔗 Learn more: www.financialplanningbydesign.com
📩 Questions or topic suggestions?

Email: penny@financialplanningbydesign.com

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Podcast Disclaimer:

This podcast is for informational and educational purposes only and is not intended as investment, legal, or tax advice. Opinions expressed are those of Penny Di Giovanna and do not constitute a recommendation to take any particular action. Financial Planning By Design is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Penny and the firm are properly licensed or exempt from licensure. All investments involve risk, and past performance is not indicative of future results. Consult your financial, legal, or tax advisor before making any decisions.