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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.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

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