Trade Complexity for Clarity

Your Journey Starts Here!

Whether you’re looking for guidance around financial planning, sustainable investing, retirement, or navigating a major life transition, the first step is simply a conversation.

Schedule a Complimentary Discovery Call

Not sure where to start? A short conversation can help.

We offer a complimentary 20-minute Discovery Call to see if we’re a good fit and to learn more about what you’re looking to accomplish. Call 323-615-1427 or use the link below to book your spot. No pressure, no obligation — just a conversation about your goals and how we can help.

We work with individuals and families with $400,000+ in investable assets, enabling us to provide the personalized planning our clients value.

Schedule a Complimentary Discovery Call

What Happens During Your Discovery Call

During your Discovery Call - In just 20 minutes, we’ll take a high-level look at your financial picture, talk through your goals, and uncover what may be missing or at risk.
Discuss Your Financial Picture - we’ll review what you’re currently doing and identify potential gaps or stress points.
See If We’re the Right Fit - no pressure, no obligation — just a conversation about your goals and how we can help.

“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.
“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.
“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.