Decisions under pressure
Paperwork, deadlines and unfamiliar accounts arriving during the hardest months of your life.
Who we serve
A new chapter
Whether life changed suddenly or the next chapter is one you're planning, it helps to know where you stand before you turn the page.
Is this you?
Some arrive here suddenly: single from divorce or the death of a spouse, in need of a trusted partner through times of uncertainty, with decisions arriving faster than you can process them.
Others arrive by intention: you've been saving for years, you're ready for the next chapter — and you want to know it will hold before you hand in your notice. The real question isn't a number. It's whether the number you have works for the life you want.
What tends to be going on
The parts that weigh on people in your position.
A date you can't commit to
You have a target year for retirement, but no proof it holds up.
No one steady to ask
Advice from many directions, and no single person who knows your whole picture.
Questions we hear often
The things people ask us first.
What has to be decided right now, and what can wait?
Our team is passionate about helping those who are suddenly single understand their financial situation and educating them to make wise choices for their financial future.
I never handled this side of things. Is that a problem?
No. We educate clients about the entire planning process, not just about products and services, and we go at the pace that works for you.
Can I actually afford to retire when I want to?
A retirement analysis is part of every plan we build, alongside a review of your assets and liabilities, tax strategies, investments, insurance coverage and estate strategy.
What if my money is in several places?
We'll help you create a thorough plan with a goal of ensuring your assets and your other financial professionals work collectively towards your goals, while also striving to reduce risk.
How Scharf Group helps
We slow the decisions down, take them in order, and test the future against the whole of your financial life.
A conversation first
A complimentary introductory call to understand your specific situation before anything else happens.
Review everything
Bank accounts, investments, real estate, business interests, valuables, loans and debts — everything in your financial life, including a retirement analysis.
Present and implement
You're left with a step-by-step plan, and we help put the recommendations in place if you want us to.
Start the Conversation
The initial consultation is complimentary.
Let's talk about your situation.
We meet to discuss your needs and how our services can best assist you.
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.
Start the Conversation