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What to expect at your Vision Visit

We understand that you may be curious, nervous even, about sitting down with complete strangers to talk about your finances.

In an effort to put your mind at ease, we’ve put together a short video of what you should expect at your upcoming Vision Visit.

Below the video is a list of items we recommend bringing to make your time with us as productive as possible.

We’re looking forward to seeing you shortly!

We recommend you bring:

  • A completed confidential Family Questionnaire. If you’d like an additional copy emailed to you, please email Michael at msenese@fsrwealth.com
  • Most recent account statements – IRAs, 401ks, brokerage & bank statements
  • Most recent tax return
  • Social Security statement(s)

If you have any questions at all, please let us know! You can email Michael from our team at msenese@fsrwealth.com or call him at 630.993.8200.