When to Start

The best time to hire a financial professional is when you aren't feeling confident when it comes to dealing with your finances.  You can engage our services to help you with your overall financial plan, or just get a second opinion to make sure you are on the right track.  

When you are ready, we will be there for you.  The best way to start is to schedule an introductory call. In this 30 minute virtual meeting we'll learn more about you, your goals and your values and explain how working with Scharf Group can we make a difference in your life. We will educate you about our services and answer any questions that you have to see if we are the right fit for assisting you on your financial and life's journey (no matter where you are at this time and how much or little money you have).