Scharf Group

Library

Free guides, ready when you are.

Practical checklists and guides to help you think through the decisions ahead — no strings attached. We'll keep adding to this library over time.

Estate Planning Checklist guide booklet

Estate Planning Checklist

A practical guide to organizing your documents, naming your beneficiaries, and keeping your legacy clear for the people who matter most.

  • Clarify what you own and what should pass on
  • Identify the documents every plan should include
  • Know when to update your estate strategy
Understanding and Managing Debt guide booklet

Understanding and Managing Debt

A clear look at the different kinds of debt, how each one affects your financial plan, and how to manage it with intention.

  • See how different types of debt affect your plan
  • Learn ways to pay down balances strategically
  • Know when debt is a tool and when it's a risk
Year-End Financial Planning Checklist guide booklet

Year-End Financial Planning Checklist

A step-by-step checklist to help you close out the year with your finances organized and ready for what's next.

  • Review what changed in your financial life this year
  • Check contribution limits and deadlines before year-end
  • Get organized ahead of tax season

The question we always come back to

How can we make a difference in your life?

It's the first thing we ask, and a question we keep asking throughout our relationship.

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