What is Ask Linc?

Ask Linc is a self-directed financial planning service that connects your bank, investment, and loan accounts into one financial picture. You ask questions in your own words—like whether you can retire at 55 or buy a house—and Linc runs the numbers, tests what-if scenarios, and explains the tradeoffs. It shows the inputs, assumptions, math, and sources behind every answer so you can inspect the work. Connections are read-only and your financial data is never used to train AI models.

How to use Ask Linc?

1. Connect your financial life: link bank and investment accounts, then add your home, loans, or any missing details. 2. Ask your question in your own words; Linc asks for any missing details, runs the numbers, and explains your options. 3. Change an assumption or ask a follow-up to compare retirement dates, spending, or a down payment, and inspect what changed. Start with a 30-day free trial, no credit card required.

Core features of Ask Linc

Connect bank, investment, spending, and debt accounts into one financial picture (read-only)
Ask financial questions in your own words and get a built plan
What-if scenarios and retirement stress tests against historical market data
Show the Math: inspect inputs, assumptions, calculations, and sources
Unlimited questions and follow-ups
Change assumptions anytime as life changes
Read-only access with no AI training on your financial data
Free tools and guides including Coast FIRE and retirement calculators