Daniel D. (Dan) Joss, CFP®, MBA, RLP®, CKA® Joss Financial Group

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About Daniel D. (Dan) Joss, CFP®, MBA, RLP®, CKA®

I am Dan and I’m a seasoned Financial Life Planning professional. As one of less than 125 Life Planners in the United States and less than a dozen in the mid Atlantic area, I not only helps clients achieve their broad financial goals, but tie them to achieving deeper, long term life objectives.

Many clients want to go beyond the numbers of budgets, investments, taxes, and insurance. I help you explore what you wish to accomplish in terms of life experience and lasting legacy. I am skilled at helping clients process questions such as:

“If you had more time or money, what would you do?”

“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”

“What moves, touches, or inspires you?”

As you undertake a thoughtful inquiry into their deepest and most enduring values and objectives, your financial priorities and actions begin to connect more closely to your life dreams and wishes. I am trained to provide creative and positive ways to overcome obstacles, great or small, that may hinder you from moving forward with your dreams.

I have over sixteen years of experience in global asset allocation and portfolio design for professionals, including helping individual and corporate clients with retirement plans, cash management, insurance needs analysis, real estate, education funding techniques, and estate planning. Northern Virginia Magazine and the Washingtonian have recognized me several times for being a “Top Financial Planner.”

I speak regularly in various peer forums and professional organizations. I am a member of the Central Virginia Chapter of the Financial Planning Association (FPA). I have also been quoted in various national and local print and online publications. Some of my clients have also volunteered their personal financial stories to national publications like Smart Money and Kiplinger’s.

I earned the degree of Master of Business Administration, with an emphasis in financial planning from Regent University in 1999. I am a graduate of the University of Southern California, where I earned a Bachelor of Science degree in Business Administration with emphasis in accounting and finance. My Registered Life Planning (RLP®) designation from the Kinder Institute of Life Planning came in 2009. I earned his CFP® designation in 2003.

I am a former commissioned officer of the United States Army and served in several challenging leadership positions. During my military service, I successfully completed two of the Army’s most rigorous training programs, earning the Ranger Tab and the Master Parachutist Badge.

I recently made a life change and now live in Williamsburg, Virginia, with my wife, Robin. We have two sons, Dryden and Deven, and a daughter, Daelyn. I enjoy investing time in my family, traveling, and playing an occasional round of golf. Together, we worship at Walnut Hills Baptist Church.

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Recently Published

Unconscious money scripts (we all have them)

August 7, 2019

Psychological researchers have identified four main types of money scripts we have inside us:1 People with money avoidance scripts have negative associations with money; they may avoid looking at financial statements or struggle with budgeting. If money is stressful, you might be a money avoider. People with money vigilance scripts are often frugal and hard-working, […]

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Sailing with the Tides

July 25, 2019

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark […]

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Timing Isn’t Everything

July 8, 2019

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may tempt […]

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Ideal Clients

  • Charitable Giving
  • Gen X
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Hourly Fee: $250
  • AUM: 1%

SEC Records

States Registered

  • Virginia