Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with Penny DiGiovanna, Founder and Family Wealth Strategist at Financial Planning By Design. Penny shares her approach to helping families align their financial planning with their values, and the importance of thoughtful, multi-generational wealth strategies.
We Talk About:
• Why clarity around family wealth is about more than just numbers
• How to bring values and purpose into financial planning
• Key steps to prepare for smooth wealth transfer across generations
About Penny: Penny Di Giovanna is the Founder & Family Wealth Strategist at Financial Planning By Design, a boutique virtual family office. She guides families with complex financial lives through the Family Wealth Blueprint. Her belief centers on wealth being about more than money. It's about creating clarity and continuity, so the family stays aligned across generations.
Connect with Penny:
Website: https://www.financialplanningbydesign.com/
LinkedIn: https://www.linkedin.com/in/pennydigiovanna/
Connect with Linda:
Website: https://www.LindaGriz.com
Instagram: https://www.instagram.com/lindagrizely
Facebook: https://www.facebook.com/thelindagrizely
LinkedIn: https://www.linkedin.com/in/linda-grizely
YouTube: https://www.youtube.com/@LindaGrizely
TikTok: https://www.tiktok.com/@lindagrizely
X (Twitter): https://twitter.com/LindaGrizely
Resources/Freebies:
What's Your Money Personality Quiz: https://bit.ly/MonPersQuiz
What's Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz
Join Linda's Free Community: A space for real talk, fresh starts, and women who are done putting themselves last. https://info.lindagriz.com/widget/form/7NpbG0FdJW2Lwp57R0wj
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