Personalized Wealth Management to Design Your Life of Significance
For individuals and families committed to preserving their legacy and achieving their long-term financial aspirations, wealth management extends far beyond traditional investment advice. At Financial Planning By Design, we focus on providing a comprehensive Virtual Family Office (VFO) experience, bringing together a team of professional advisors to create a personalized financial strategy tailored to your unique circumstances, complex needs, and long-term vision.
We also provide compassionate and strategic guidance to women navigating life transitions, such as divorce or widowhood.
Our Collaborative VFO Approach: Designing Your Financial Future
Managing significant wealth requires more than just investment advice; it demands a carefully curated and comprehensive strategy. Financial Planning By Design, offers a distinctive Virtual Family Office (VFO) model, designed to help you intentionally design your financial future and address the complex needs of individuals and families like yours. As a boutique firm, I intentionally limit the number of clients I serve, ensuring that each receives the dedicated attention and highly personalized service they deserve.
Collaboration is at our Core: Your personal financial architect, orchestrating a team of seasoned professionals, including CPAs, attorneys, insurance specialists, and other trusted advisors. This collaborative approach ensures seamless integration across all aspects of your financial life, from investment management and tax planning to estate planning and philanthropic giving. I leverage my extensive network of strategic partners to provide you with access to a team of trusted advisors in every area of your financial life and beyond.
Personalized Strategies for Your Unique Vision:
Your financial journey is unlike any other and we dedicate the time to truly understand your individual circumstances, long-term aspirations, risk tolerance, and deeply held values. This enables me to curate a highly personalized financial strategy—a blueprint for your financial future—that aligns perfectly with your unique vision.
Comprehensive Wealth Management for an Orchestrated Harmonious Financial Life:
Financial Planning By Design takes a holistic view of your financial landscape, ensuring that every element works in harmony. Our comprehensive suite of services encompasses investment management, financial planning, estate planning, tax optimization, philanthropic giving, and more. Creating a cohesive and integrated strategy that maximizes your financial resources and helps you achieve your long-term goals.
I'm Penny Di Giovanna, founder of Financial Planning by Design, an independent boutique wealth management firm focused on Virtual Family Office (VFO) services for individuals and families with sophisticated financial needs. I provide concierge-level support as you navigate the complexities of wealth management. Learn more about my experience, my values, and my commitment to building deep, long-lasting relationships with my clients.
Penny Di Giovanna, CFP®, CDFA®, AAMS®
Founder and Wealth Manager
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Let’s start designing the life you’ve envisioned today…
Together, we can build a solid financial foundation that aligns with your goals and aspirations. Your financial success is my priority, and I am here to ensure that you feel confident and empowered in your financial decisions.
Let us help you plan for a secure financial future. Reach out to discuss your financial goals and how we can assist you in achieving them.
