Scott Monk
CFP®, CFA®, MBA
Charis Legacy Partners
Founder and CEO
Scott Monk
CFP®, CFA®, MBA
Charis Legacy Partners
Founder and CEO
Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. I'll help you to own your legacy. - Scott Monk, CFP®, CFA®, MBA
Fee-Only legacy planner serving clients virtually across the country
Scott Monk is a virtual fee-only financial planner. Charis Legacy Partners provides comprehensive and objective legacy-minded wealth planning to help clients organize, grow and protect their wealth in service of retirement and legacy goals. As a fee-only, fiduciary, and independent financial advisor, Scott Monk is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Monk is a virtual fee-only financial planner at Charis Legacy Partners located in Bryan, TX and Anthem, AZ.
Many years ago, I felt a clear calling to devote my life to building wealth for the purpose of funneling as much of it as possible into the ministries and charities I feel passionately about. When I first caught this vision, I was fresh out of college, and since I came from a family of limited means, I worked and took out student loans to pay for college. All that to say, this vision came to me as I was drowning in student loan debt with no idea what this was going to look like or where it would take me. However, I decided to just step out in faith and let the vision guide me.
I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. All the while, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this journey and share it with others who care deeply about their financial legacy. This firm is my way of connecting with and giving back to my tribe of legacy-minded wealth stewards.
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth planner began. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
Scott Monk is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. I started Charis Legacy Partners to share my legacy planning expertise with others who care deeply about their financial legacy. I will help you craft the story you want your legacy to tell, develop a customized roadmap to help you get from here to there, then hold your hand every step of the way in executing on that plan.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Charitable Planning
- Cashflow Planning
- Retirement Income Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Legacy Builders
- Accumulators
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott Monk is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Monk is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Scott Monk is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Scott Monk is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Scott Monk is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Scott Monk
Office Locations:
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1716 Briarcrest Dr.
Suite 300
Bryan, TX 77802
