Confident Financial Planning

Your Guide to Being Confident About Your Finances

Do you wish you had a visual model of your finances so you could see all the parts of your financial plan in one place? In Confident Financial Planning, Paul Winkler provides this visual model and covers all the major aspects of a financial plan in easy-to-understand language, giving you the knowledge you need to make informed decisions—without bogging you down with financial jargon.

People fail to reach their financial goals for three primary reasons: a lack of knowledge, a lack of trust, and a lack of priorities. Confident Financial Planning is a guide map for the knowledge you need and advises you on whom to trust. It also walks you through an innovative process for discovering the purpose of your money, and then applying that purpose to your financial plan. Armed with knowledge and purpose, you will be a force toward your goals.

Paul Winkler is a “solutionary” for families facing financial problems that they cannot solve on their own.

— Anthony Boquet, CLU®, ChFC®, CASL®, CLF®, FSCP®, LUTCF, FIC,
vice president of education and business development,
The American College of Financial Services

Paul provides easy-to-follow steps and advice to get your financial house in order. I highly recommend this book to anyone wanting to further their knowledge of personal finance.

— Dr. James Agee, professor, Skinner School of Business and Technology, Trevecca Nazarene University

PAUL WINKLER began his career in the financial services industry in 1989 through insurance and mutual fund sales. But after discovering the academic research on investing, he felt compelled to start his own business. He has been the president and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee, since 1999.