Ask Linc

Meet Ask Linc

Ask Linc is a financial planning workspace built around questions about a household’s money. Users can connect supported accounts, add assets or debts that are missing, and ask about decisions such as retirement timing, a home purchase, or a career break. The service uses that information to build scenarios that can be explored through follow-up questions.

A Show the Math view exposes inputs, assumptions, calculations, and sources behind an answer. Users can adjust spending, savings, or dates to compare how the modeled outcome changes. Historical tests provide context rather than a prediction of future results. Account connections are read-only, and a free trial is available before a paid plan.