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Frequently asked questions
What kinds of financial situations do you work with?
We help Chicago-area clients with financial planning, investment strategy reviews, and wealth management across different life stages and income levels. Whether you're building a plan from scratch or want a second opinion on your current approach, we can walk through what makes sense for your situation.
Do you serve clients outside Chicago?
We're based in Chicago and primarily work with clients in the Chicagoland area, though we encourage you to reach out and ask about your specific location. Contact us through this site and we'll let you know if we're a fit for your needs.
How long does it usually take to get started?
Most clients meet with us within a few days of their initial contact, and we can usually give you a sense of next steps in that first conversation. Timelines depend on what you're looking to accomplish, but we'll be clear about what to expect from the start.
What happens in an initial meeting with M57?
We'll ask about your financial situation, what's on your mind, and what you're hoping to figure out or improve. From there we'll explain how we work and whether we're the right partner for what you need.
How does pricing work at M57?
We'll discuss our approach and fees upfront before any commitment, so you know exactly what you're getting into. Different clients have different needs, and we're transparent about how we structure our work.
Can you help with retirement and investment planning?
Yes—we work with clients on retirement strategy, investment portfolio review, and building a plan that fits where you are in life. We'll help you think through the financial decisions that matter most to you.