Penny Di Giovanna, Financial Planning By Design LLC
6 episodes
2 weeks ago
In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...
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In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...
Introducing the Family Wealth Blueprint: Planning with Intention and Stewardship
Family Wealth Blueprint Podcast
8 minutes
4 months ago
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 en...
Family Wealth Blueprint Podcast
In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...
