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8304 Cannister Court, Fredericksburg, VA 22407

703-435-1406
steve@salleywealthmanagement.com
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My Process


A Clear, Simple Path to Becoming a Client

We start with a conversation to see if we're a good fit as we work with a limited number of new clients each year to ensure every relationship receives our full attention, time and care. From there, we work together to clarify your financial picture, create a practical plan, and provide ongoing guidance to help you stay on track.




Schedule an Introductory Conversation

Step 1:
A Conversation, Not a Sales Pitch

  • A brief phone or Zoom call to see if our experience matches your goals

  • The purpose of this first meeting is to see if we’re potentially a good fit for each other. No pressure, just an open conversation

Step 2: Discovery Meeting


  • Our goal is to get perfectly clear on your goals, concerns and unique financial situation

  • Your answers to our questions will guide our analysis, which will result in plain-English answers to several critical questions

  • We’ll walk through our fee schedule and the documents we’ll need if you’re ready to move forward

Step 3:
Your Retirement Readiness Snapshot & Action Plan


  • Clear, simple insights on where you stand and what to improve

  • No overwhelming data—just practical guidance and next steps

  • You leave with an action plan we help you implement and most importantly, feel confident

Step 4:
Ongoing Guidance & Investment Management


  • Regular spring and fall meetings to keep your plan on track with lots of additional value in between

  • Continuous monitoring so nothing slips through the cracks

  • This is where real long-term value comes in: smart decisions, fewer mistakes, more confidence

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Resources
Knowledge As a Tool

Please browse the following resources and articles for information that can help sharpen your financial knowledge.

What You Need to Know About Social Security

What You Need to Know About Social Security

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What Is My Net Worth?

What Is My Net Worth?

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A Look at Whole Life Insurance

A Look at Whole Life Insurance

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