Lince Financial Planning

About You

What matters most to you? What are your dreams and goals? How will you get to where you want to be? What is most important for you to focus on right now? How would it feel to know you had a solid plan for your finances? What would it feel like to have more confidence and less anxiety when it comes to your personal finances?

About Financial Planning

The financial planning process is like a GPS. First, your current location is determined (data gathering). Next, you decide where you want to go (dreams and goals). Then an efficient route is mapped out to get where you want to go (financial plan). As you move forward, you know the next step at each point (financial plan implementation). If you take a wrong turn, encounter an obstacle or decide you want to go somewhere else, your route gets adjusted, and you’re back on your way again (monitor your plan and adjust as needed). This ongoing, collaborative process is what we call financial planning done right.

About Us

Lince Financial Planning offers competent, objective financial planning to people from all walks of life. Here are 10 ways we offer a fresh approach to financial planning. We are:

✓ ACCESSIBLE. We have no minimums for assets, income or net worth. It’s never too early (or too late) to start planning your financial future.
✓ OBJECTIVE. We receive no commissions because we sell no financial products. This helps us provide you with objective advice.
✓ TRANSPARENT. Our only compensation is directly from you, on an hourly or flat-fee basis. The fees you pay are straightforward and fair.
✓ HOLISTIC. We’re service, not product oriented, so we can effectively address all your finances, including debt payoff and emergency savings.
✓ COLLABORATIVE. Financial planning is highly interactive; we engage you from the start to develop a clear, realistic plan you’re committed to.
✓ CLEAR. We take the time to explain everything in a way you can understand. This increases your confidence in reaching your goals.
✓ EFFICIENT. Our leading-edge tools help us deliver a cost-effective plan that addresses your unique needs and desires.
✓ AFFORDABLE. We believe most everyone can benefit from financial planning. We offer an exceptional value at an affordable price.
✓ CONVENIENT. We can meet in our office, or using web-based technology. We accept a variety of payment methods. We make it easy for you.
✓ APPROACHABLE. We’re easy to work with. We even offer a complimentary personal financial assessment in our get acquainted meeting.

Getting Started

If it appears our services may meet your needs, and you want to take the next step, contact us via phone or email, and we’ll set up a time for a complimentary, no-obligation, get acquainted meeting. This will give you a chance to meet us in person (or over the phone) and ask whatever questions you have. You’ll receive your personal financial assessment if that was something you requested. And you’ll receive a written proposal which includes the fee or estimated fee range. All this will help you decide if we’re a good fit for your needs and make a well-informed decision you feel comfortable with.

We look forward to hearing from you soon!

Lince Financial Planning
Copyright © 2012 All Rights Reserved

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Lince Financial Planning may offer investment advisory services in the State of Oregon and in other jurisdictions where exempted.

Purpose

Purpose

Clarity

Clarity

Peace of Mind

Peace of Mind