Scott Monk - Comprehensive Financial Planning
Scott Monk - Comprehensive Financial Planning

Scott Monk - Comprehensive Financial Planning

Top Pro

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Service type

Responds in about 9 min

Introduction
In addition to ongoing financial planning and investment management, I also offer flat-fee one-time financial plans. I have been in financial services for a dozen or so years, but I have been managing personal and family investments for about 20 years. My first job in financial services was during business school, when I served as an equity research analyst for a hedge fund, researching individual stocks and making buy/sell recommendations to the fund manager. There were a couple times in this role where I walked into the fund manager's office, and he was practically pulling his hair out, because the market was not behaving the way he had anticipated. This was a wake up call for me that this was not the kind of investing I wanted to be doing the rest of my career. Around this time, I read a book by John Bogle, the founder of Vanguard, and it seemed like he was speaking directly to me. I felt very aligned with the investment philosophy and the values he espoused, and I was fortunate to be hired by Vanguard not long after (where I had a chance to meet Mr. Bogle). I spent a total of 8 years with Vanguard before deciding in 2019 to start my own wealth planning firm so I could provide higher-level service to my clients; however, the Vanguard way continues to shape my investment philosophy with a focus on low-cost investing (including minimizing taxes), broad diversification, maintaining long-term investing discipline, regular rebalancing, etc. I have been married to my lovely wife since 2009, and we have three kiddos who keep me plenty busy outside of work. I am passionate about raising them to be thoughtful and curious - lifelong learners who prioritize character and integrity in all things. I love the great outdoors, music and reading, as well as experiencing new foods and cultures.
Overview

Current Top Pro

Hired 20 times

Serves Bryan, TX

Background checked

License verified

1 employee

4 years in business

Payment methods

This pro accepts payments via Check, Credit card, PayPal, Venmo, and Zelle.

Social media

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Top Pro status

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2023

Featured Projects

6 photos

  • Flat-fee, One-time Financial Plan

    Personal Financial Planning

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

18 reviews

5
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pro avatar
Jim F.
May 10, 2024
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Hired on Thumbtack

Hired on Thumbtack

Scott helped my wife and I plan for our retirement. He has great expertise yet he is able to simplify the complicated for us. He has the tools and the experience to help almost anyone. I enthusiastically recommend Scott!
Scott Monk - Comprehensive Financial Planning's reply
Thanks Jim, I have really enjoyed working with you and Julie, and I’m glad you have as well!
Personal Financial Planning
pro avatar
Larry M.
Dec 31, 2023
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Hired on Thumbtack

Hired on Thumbtack

Scott set up a retirement plan for my wife and I that is comprehensive. He patiently explains investment terms in words and concepts that we understand, and I am sleeping better with his continued oversight of our investments.
Scott Monk - Comprehensive Financial Planning's reply
Thanks Larry, I'm glad to hear you're less anxious about your investments now, that's one of my goals. It has been a pleasure working with you and Nan, and I look forward to serving you for many years to come!
Personal Financial Planning
pro avatar
Valerie E.
Oct 31, 2023
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Hired on Thumbtack

Hired on Thumbtack

Scott was a blessing to work with. Friendly, professional and totally in-tine with what we were looking for. Gave us an excellent financial plan and sage advice. Recommend him very highly.
Scott Monk - Comprehensive Financial Planning's reply
Thank you for the kind words, Valerie. I really enjoyed working with you, and I'm glad you received good value from my services!
Personal Financial Planning
pro avatar
Susan L.
Jul 18, 2023
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Hired on Thumbtack

Hired on Thumbtack

Scott has been very helpful and patient with me. I'm new to financial planning, and he has taken the time to explain things and answer all my questions. He is very thorough with a great work ethic, which makes it very easy for me.
Scott Monk - Comprehensive Financial Planning's reply
Thanks for the kind words, Susan, I really enjoyed working with you!
Personal Financial Planning
pro avatar
Andrew J.
Jun 27, 2023
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Hired on Thumbtack

Hired on Thumbtack

Rating Scott Monk’s financial planning services with five stars doesn’t fully capture the brilliance he brings to the world of finance. His profound knowledge, professional attitude, and discerning grasp of the financial markets have evolved my haphazard financial strategy into a meticulously crafted, strong portfolio primed for growth and security. His comprehensive understanding of the financial world, including tax laws, retirement planning, investments, and estate planning is remarkable. From the first interaction, Scott extended respect, patience, and sincerity. He thoroughly assessed my financial aspirations and fears, laying out a well-considered plan that aligned perfectly with my requirements. His capability to distill complex financial principles into easy-to-understand language is a true asset. What truly makes Scott exceptional is his earnest ability to listen and comprehend his clients' needs. He has proven that he isn't merely a financial planner but a reliable ally deeply concerned about my financial health. Scott's extraordinary combination of financial acumen, integrity, and devotion to customer satisfaction is truly refreshing. He epitomizes the ideal financial planner. If you're seeking a guide for your financial journey who provides knowledge, confidence, and personalized care, look no further.
Scott Monk - Comprehensive Financial Planning's reply
Wow, very kind of you, Andrew, thank you. I look forward to continuing to work with you in the years to come!
Personal Financial Planning
Credentials
License

License Type: Investment Adviser Representative (TX)

License verified on 6/10/2023

Background Check

Scott Monk

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