Charis Legacy Partners - Bryan (TX)

5 /5 Chloe Perkins: Scott Monk was incredible! He was super helpful in educating me and my husband. He allowed us to shared our financial goals/dreams specific to us, and then worked with us to create and plan that was attainable and applicable. Scott is gifted in what he does and made us feel more empowered financially!

5 /5 Allison Landstedt: We knew so little about our financial future and vision for how our family goals would be realized, until we worked with Scott. His expertise, years of experience, and spirit of serving others makes him an ideal financial advisor. He was so patient with every question I had, and found ways to explain even the most complex concepts so that we could not only understand, but make truly informed decisions. I am confident in Scott’s professional judgement, abilities, and trust his work. Every meeting we scheduled he was prepared, and had such a welcoming and energetic attitude, ready to help us with every small detail. He understands the sensitive nature of the details he handles, and approached every conversation through the lens of deep thought and consideration for our family priorities. We fully endorse his work!

5 /5 porter miller: Scott is incredibly knowledgeable and astute, he pointed out things we would never have considered. We never felt like he was pushing us toward a decision, just that he was doing his best to give us the tools to succeed. Highly recommend Charis Legacy Partners for anyone looking for sound, realistic, and personal financial counsel.

5 /5 Varsha Ahir: We had an excellent experience working with Scott for one-time financial planning and investment strategy advice. He was incredibly personable, thorough, and honest—qualities that made a potentially overwhelming process feel simple and approachable. He took the time to understand our current financial situation, future goals, and the external factors that could impact our decisions. Thanks to his guidance, we now feel more confident in making big life choices, from buying a home to diversifying our investments. He didn’t just tell us what to do—he equipped us with the knowledge to make informed decisions for ourselves. If youre looking for a financial expert who truly cares and provides clear, actionable advice, we highly recommend Scot

5 /5 Sabrania Holmes: I feel very much at ease working with Scott. He was very patient and detailed, walking through the process for a collaborative approach. Quality, professional and openness is very important.