Schedule a Meeting

  • Impact Fiduciary Client Meeting with Patrick Dinan, CFP®, CSRIC®

    Already a client? Use this link to schedule an appointment. Please inform us if you would prefer to meet in person.

  • Impact Fiduciary Client Meeting with Chris Mastro, CFP®

    Already a client? Use this link to schedule an appointment. Please let us know if you would prefer to meet in person.

  • Altruist Account

  • Goldman Sachs Account

  • Access Right Capital