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/

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Website: https://www.LindaGriz.com

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LinkedIn: https://www.linkedin.com/in/linda-grizely

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