Boutique Financial Services Designed for Women
At Financial Planning By Design, we are proud to offer boutique financial services specifically designed for women by women.
We recognize the importance of creating a financial plan that considers your specific needs.
With our boutique approach, you can expect personalized attention and customized strategies that take into account your individual circumstances. We aim to empower women to take control of their financial well-being, providing insightful guidance every step of the way.
Whether you're growing a business, climbing the corporate ladder, navigating the complexities of a divorce or coping with the loss of a spouse, we provide personalized support to help you secure your financial future with confidence.
Let us help you build, protect, and grow your wealth with confidence. Schedule a consultation with us today and experience the difference that boutique financial services for women can make in your life.
Why Work With Us?
CFP® professional with a legal fiduciary obligation.
Fee-Only advice, meaning we don't take commissions or sell products.
Independent advisor offering unbiased guidance without being tied to any specific company or service.
Our firm is designed to offer personalized service to a close-knit group of clients.
We value education and constantly update our knowledge of market trends and economic conditions.
Clear communication and transparency are fundamental to how we work, building trust and respectful relationships with our clients.
Memberships and Certifications
“Financial Planning By Design is dedicated to providing tailored solutions to help you secure a prosperous future. Your financial journey is important, and we are here to guide you every step of the way.”
Penny Di Giovanna, Founder and Wealth Planner
