Trade Complexity for Clarity

Are you leaving money on the table?

Expert Financial Planning for Tech Employees • Unlock the Full Value of Your Compensation

Start Your Journey

“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.

Maximize Your Benefits

Your compensation package offers more than just a paycheck—it’s a powerful tool for building financial security.

We help tech professionals like you unlock its full potential with tailored financial strategies.

Optimize Your:

401(k) Plans & Employer Matching
Employee Stock Purchase Plans (ESPP) & Equity Compensation (RSUs, ISOs, NSOs)
Health Savings Accounts (HSA) & Flexible Spending Accounts (FSA, Dependent Care FSA)
COBRA & Health Coverage Planning During Job Changes
Strategic Tax Planning & Roth Conversion Strategies
Mega Backdoor Roth Contributions
Student Loan Repayment & Forgiveness Planning
Estate & Beneficiary Planning
Early Retirement & Financial Independence (FIRE) Planning
Budgeting for Big Goals (home purchase, family planning, career shifts)

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.

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.