Using questions to develop a personal financial planning strategy
Ask Linc is a self-service financial planning tool. Once you connect it to your bank, investment, and spending accounts, you can simply ask questions in plain language—for example, “Can we still travel abroad every year after retiring at the age of 55?” The tool will gather all the relevant data, generate a plan that allows for adjustments based on different assumptions, and clearly explain the entire calculation process to you.
It includes built-in tools for analyzing common issues such as retirement planning, the “Coast FIRE” strategy, and various comparison scenarios. Users can directly compare the results based on different retirement ages and savings amounts, and the system also uses historical data to conduct stress tests.
New users can enjoy a 30-day free trial without the need for a credit card. This account system is currently primarily designed for users in the United States. It provides computational analysis and scenario-based recommendations, but such information does not constitute investment advice. For important financial decisions, it is still recommended to consult licensed professionals.