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Partners in Purpose, Clarity, and Peace of Mind

Hi, I'm Brent Lince. My passion is to partner with people from all walks of life to create clarity, purpose, and peace of mind in their financial lives.

Growing up in the Seattle area, I discovered a strong aptitude for math and technology. This led me to pursue degrees in Engineering Science and Electrical Engineering, culminating in a successful career at Intel where I honed my technical and leadership skills. However, a growing fascination with personal finance sparked a desire to make a deeper, more impactful contribution to people's lives.

My journey towards financial planning began with personal reflection and a desire to align my values with my financial decisions. This led me to pursue the Certified Financial Planner (CFP) designation, a rigorous process requiring specialized training, ethics, and extensive experience. I also completed training in life coaching and wealth planning to further refine my skills and offer comprehensive guidance.

My Approach to Financial Planning

I believe financial planning is about more than just numbers. It's about understanding your unique aspirations, values, and concerns to create a personalized roadmap that aligns with your life goals. I take a collaborative approach, working alongside you to:

  • Uncover your "why": We'll explore your values, dreams, and aspirations to determine what truly matters to you.
  • Illuminate your options: We'll explore various financial tools and strategies tailored to your individual needs and goals.
  • Create a clear action plan: Together, we'll establish achievable steps and track your progress.

My Guiding Principles

  • Fiduciary Approach: I work solely for you, acting in your best interests with unwavering loyalty and transparency.
  • Fee-Only Model: My compensation is directly linked to your success, ensuring alignment and accountability.
  • Holistic Perspective: We'll address all aspects of your financial life, from investments to estate planning and beyond.
  • Client-Centered Approach: Your needs and goals drive every step of the process.

My Journey Continues

My career in financial planning has been incredibly rewarding, allowing me to witness clients achieve remarkable financial clarity and security. I am continuously learning and evolving, driven by a desire to provide the most valuable guidance and support to my clients.

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