Reel Financial Planning

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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.

10/15/2026

Renting or buying? Dan breaks it down, rapid-fire.

New blog alert! Head to our website to read our latest post from Dan, all about Roth IRAs! Link in bio 🐟
10/12/2026

New blog alert! Head to our website to read our latest post from Dan, all about Roth IRAs! Link in bio 🐟

10/09/2026

The James River is the perfect place for some fly fishing— and some rapid-fire insight from Dan 🎣

It's World Financial Planning Day! Swipe through for tips on how to start organizing the financial side of your life. ➡️
10/07/2026

It's World Financial Planning Day! Swipe through for tips on how to start organizing the financial side of your life. ➡️

10/05/2026

Retirement planning can be a confusing process— a financial planner can help you cut through the noise.

October is National Financial Planning Month! If there’s a financial decision you’ve been putting off, use this month t...
10/02/2026

October is National Financial Planning Month! If there’s a financial decision you’ve been putting off, use this month to put it on the calendar.

Maybe you want to know whether next year’s big trip fits your plan. Maybe a tax question, old retirement account, or upcoming life change needs attention. Pick one decision and write down what you need to know to move forward.

Reel Financial Planning can help you understand the tradeoffs and take the next step—whether you manage your own investments or want us to handle them.

Ready to talk through your decision? Schedule an introductory conversation at the link in our bio.

It might not be cold enough yet to find frost on the ground, but it's definitely not too early to start thinking about y...
09/29/2026

It might not be cold enough yet to find frost on the ground, but it's definitely not too early to start thinking about your holiday budget!

Getting ahead now means a relaxing and stress-free winter. Give us a call or visit our website to start planning, so you can spend your winter out on the trails rather than stressing over spreadsheets 🌲

Fall is officially in the air, and for a lot of us, that means early mornings in the woods 🍂Unsure how to budget for you...
09/25/2026

Fall is officially in the air, and for a lot of us, that means early mornings in the woods 🍂

Unsure how to budget for your hobbies and lifestyle? Give us a call so you can focus on enjoying the season ahead.

Swipe through for a quick checklist to get your finances dialed in before we head into Q4 ➡️Head to our website for more...
09/21/2026

Swipe through for a quick checklist to get your finances dialed in before we head into Q4 ➡️

Head to our website for more resources or to schedule a consultation!

Build the life you want to live ⛰️ Reel Financial Planning helps you balance the numbers with what makes you, you.
09/18/2026

Build the life you want to live ⛰️ Reel Financial Planning helps you balance the numbers with what makes you, you.

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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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