Trade Complexity for Clarity

Your Journey Starts Here!

Schedule a complimentary 20-minute Discovery Call

During your Discovery Call, you’ll meet with Patrick Dinan, CFP®, or Chris Mastro, CFP®, to discuss your current financial landscape, cash flow, balance sheet, and goals. We’ll also walk you through how we partner with clients, our services, and our transparent fee structure — so you’ll know exactly what to expect if you decide to work with us.

Book an appointment.

Schedule a complimentary 20-minute Discovery Call with Impact Fiduciary. No pressure, no obligation — just a conversation about your goals and how we can help.

What to expect on your Discovery Call

Learn about your financial goals and objectives
Review your cash flow, savings, and overall balance sheet
Understand the services we offer and how we can support your journey
Walk through our fee structure and planning process
Get clear answers to any questions you have

“My wife and I have been working with Chris Mastro at Impact Fiduciary for only a few months, and our confidence in our financial situation has never been higher!”

★★★★★
Jeremy R.
“Add me to the list of people who agree that Patrick is a five-star financial consultant. I couldn't recommend him strongly enough.”

★★★★★
Laurence N.
“We cannot say enough good things about Patrick Dinan and Chris Mastro. Both of them exemplify the highest level of professionalism, honesty and expertise.”

★★★★★
Kat S.