WHP Financial Planning, Inc

CONNECT

Address:

6390 Greenwich Drive
Suite 230
San Diego, CA 92122

Phone:

858-550-7090

Why WHP Financial?

Why WHP Financial?

The choice of the right financial professional is not a simple one. It could also be the most significant investment decision you will make in your lifetime. At Wolters, Hagar & Pratt Financial Planning Inc., our main objective is to help provide you financial independence today and far into the future.

As Certified Financial PlannerĀ® professionals, we believe the Financial Plan should "drive" the investment decisions, not the other way around. Until you have a plan, and clear goals, how can you know what your portfolio should look like?

We start with the basics; your goals. But even before that, we need to understand your family's values. Our approach is to invest time in you and your family to understand what makes you unique, your background, those special traits, hopes, fears and dreams that make you who you are. Only then we can make personalized recommendations specific to your goals. Only then can we hope to become the financial partner you have dreamed of; the one who can help you achieve the confidence you deserve.