Reel Financial Planning

Reel Financial Planning Customized financial planning built to help you live the life you love. Plan more, worry less.

Reel Financial Planning offers hourly and project-based financial advice tailored to outdoor enthusiasts and anglers. We help you spend more time on the water and less time worrying about finances, ensuring your financial plan supports the lifestyle you love.

What if your money moved with purpose instead of just floating along?A lot of business owners are reacting to whatever c...
06/03/2026

What if your money moved with purpose instead of just floating along?

A lot of business owners are reacting to whatever comes next, with no real plan underneath them.

You deserve more than drift. Let's build something steady. Link in bio.

06/01/2026

The Financial Advisor Behind the Rod: Part 3

The "Reel" in Financial Planning is a nod to how Dan defines success, living a life full of adventure and the outdoors. His customized financial plans are built to help you live the life you love.

When your financial strategy is working behind the scenes, you get to be fully present in moments like this.
05/27/2026

When your financial strategy is working behind the scenes, you get to be fully present in moments like this.

More time thinking about the next catch. Less time stressing about financial decisions. That’s what the right financial ...
05/26/2026

More time thinking about the next catch. Less time stressing about financial decisions. That’s what the right financial guidance is meant to do.

05/20/2026

The Financial Advisor Behind the Rod: Part 2

When Dan isn’t working, he's spending time outdoors and with his family. When he is working, he helps his clients create more time to do what they love.

Quiet mornings feel different when there’s nothing in the back of your mind. That’s what financial clarity looks like.
05/18/2026

Quiet mornings feel different when there’s nothing in the back of your mind. That’s what financial clarity looks like.

Good planning doesn’t end at tax season, it builds from it. The next move matters when paving a clearer path forward.Sta...
05/13/2026

Good planning doesn’t end at tax season, it builds from it. The next move matters when paving a clearer path forward.

Start the conversation. Link in bio.

05/11/2026

You're the CEO of your own career. That means being prepared, even for what you can't see coming.

Book a free consultation. Link in bio.

Celebrating the heart behind it all, the reason behind every plan and the life being built. Happy Mother’s Day to my ama...
05/10/2026

Celebrating the heart behind it all, the reason behind every plan and the life being built. Happy Mother’s Day to my amazing wife and mothers everywhere.

The best financial plan gives you time to be where you want to be.Learn how a financial plan can help you create more ti...
05/04/2026

The best financial plan gives you time to be where you want to be.

Learn how a financial plan can help you create more time for the things you love. Link in bio.

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Doswell, VA
23047

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm

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