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.

Fee-only financial planning that actually fits your life. Not a template. Not a one-size-fits-all approach. Just a plan ...
06/24/2026

Fee-only financial planning that actually fits your life. Not a template. Not a one-size-fits-all approach. Just a plan built around the moments that matter to you.

Wishing a Happy Father’s Day to all the dads making memories that last a lifetime. 🎣
06/21/2026

Wishing a Happy Father’s Day to all the dads making memories that last a lifetime. 🎣

06/19/2026

The Financial Advisor Behind the Rod: Part 4

Dan’s interest in finance started early. Today, as the owner of his own small business, he values the flexibility to support clients in ways bigger companies often can’t.

Ever heard of a backdoor Roth IRA? If your income is too high to contribute directly to a Roth IRA, this legal workaroun...
06/17/2026

Ever heard of a backdoor Roth IRA? If your income is too high to contribute directly to a Roth IRA, this legal workaround might be exactly what you need to know about.

Link in bio to read it!

Let's create a plan that keeps you moving forward with confidence. Start the conversation. Link in bio.
06/15/2026

Let's create a plan that keeps you moving forward with confidence.

Start the conversation. Link in bio.

06/11/2026

Whether you’re navigating a new chapter, an unexpected change, or simply figuring out your next step, you don’t have to do it alone.

Move forward with clarity and confidence. Link in bio.

Early mornings, quiet woods, and time well spent outdoors, that’s the kind of wealth worth planning for.
06/08/2026

Early mornings, quiet woods, and time well spent outdoors, that’s the kind of wealth worth planning for.

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.

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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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