Deliver World-Class Financial Plans
Without The Fact-Finding & Data Entry Grunt Work
Stop spending 12+ hours every week hand-keying client 1040 tax forms, linking held-away accounts, and assembling RightCapital or eMoney plan baselines. Get an industry-trained, vetted financial planning assistant directed by your own Dedicated Project Manager at $0 management surcharge.
What Your Planning VA Handles
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RightCapital & eMoney Data Population Inputting cash flows, mortgages, employee benefits, pensions, and insurance coverages into planning software.
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Holistiplan Tax Return Uploads & Decodes Uploading client 1040 tax returns, verifying schedules (Schedule C/E/D), and generating draft tax reports.
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PreciseFP Intake & Discovery Coordination Building digital onboarding questionnaires, following up on missing financial statements, and held-away aggregation.
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AdvicePay Invoicing & Retainer Billing Setting up ongoing planning subscriptions, client fee agreements, and tracking recurring planning retainers.
Trained Across Modern Financial Planning Platforms
Skip the endless training videos. Our virtual assistants are already fluent in the exact software platforms comprehensive financial planners use daily.
Daily Responsibilities of a Dedicated Financial Planning VA
Here is exactly what an experienced financial planner virtual assistant takes off your desk so you can focus on high-value client advisory.
Discovery Intake & Statement Aggregation
Eliminate the friction of chasing clients for account statements, pay stubs, and tax returns.
- Sending & following up on PreciseFP digital fact-finders
- Assisting clients with Plaid / ByAllAccounts portal logins
- Auditing submitted documents (W-2s, 1099s, mortgage statements)
- Organizing client files into structured, secure cloud vaults
Plan Modeling & Tax Return Entry
Walk into planning meetings with clean baselines already built in RightCapital or eMoney.
- Keying expenses, debts, asset balances & savings goals
- Uploading 1040s to Holistiplan to generate tax analysis reports
- Populating retirement age scenarios & Monte Carlo initial runs
- Exporting presentation-ready deliverable decks for clients
Review Cadence, Agendas & AdvicePay
Run an airtight subscription or retainer planning firm with reliable ongoing administrative support.
- AdvicePay subscription invoicing, agreements & renewals
- Pre-meeting agenda preparation & held-away asset refresh
- Transcribing meeting action items into Wealthbox/Redtail
- Annual planning calendar tracking (Insurance, Tax, Estate reviews)
How Many More Planning Clients Can You Take On?
When you delegate fact-finding and planning software data entry at $7/hr, your capacity multiplies.
*Based on 48 working weeks per year, comparing your billable advisory value against SageDoer's dedicated Part-Time plan ($7/hr).
Annual Billable Hours Reclaimed: 672 Hours
Equivalent to ~25 to 30 additional planning retainers
How We Work Together In 4 Simple Steps
From first touch to recurring output, we eliminate the friction of managing remote planning talent.
Submit Requirements
Share your specific planning software, weekly volume, and firm SOPs with us via Email, Form, or WhatsApp.
Finalise the Deal
Our dedicated project manager reviews your planning deliverables, outlines a tailored strategy, and finalises partnership details.
Expert Execution
Your project manager supervises operations, ensuring data inputs and planning deliverables are executed accurately by vetted specialists.
Pay Only for Output
We log and charge exclusively for the assistant's pure working time. Your dedicated project manager's supervision is completely free.
Why Financial Planners Choose Sagedoer Over Traditional Freelancers
Compare the risks of unmanaged Upwork/Fiverr contractors with our structured, quality-controlled managed model.
| Key Operational Dimension | Traditional Platforms | THE SMART CHOICE: Sagedoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers yourself | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified planning software claims | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Weeks spent writing job posts, screening, and testing applicants | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the entire hiring and software training cycle over again | Seamless internal replacements with zero workflow disruption |
Predictable Pricing. Pay Only For Pure Output.
No setup fees. No platform markup. Your dedicated project manager is included at no additional charge.
20 Hours Per Week
Ideal for solo CFP®s needing daily plan data entry, Holistiplan runs, and AdvicePay support.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
40 Hours Per Week
Full 8-hour daily embedded planning team for ensemble practices and scaling fee-only firms.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Certified Financial Planners & RIA Principals
Discover how financial planners unlock 15+ hours each week with SageDoer's managed planning assistants.
"Before SageDoer, entering client tax returns and held-away assets into RightCapital ate up my entire Tuesday. Our VA now builds the initial planning draft so I can jump straight to analysis."
Marcus Hayes, CFP®
Principal, Stonegate Wealth Planning"The Dedicated Project Manager makes all the difference. I send bullet points and raw tax PDFs into Slack; the PM audits the Holistiplan outputs and verifies every Schedule C entry before delivery."
Laura Chen, CFP®
Founder, Clarity Financial Architects"We manage fee-for-service financial planning via AdvicePay. SageDoer handles agreement renewals, sends reminders for missing W-2s, and logs every update into Wealthbox seamlessly."
Daniel Kravitz
Managing Partner, NextGen Planning RIA"Our client fact-finding completion rate jumped from 60% to 95%. The VA patiently guides clients through PreciseFP questionnaires and coordinates held-away bank integrations."
Sarah Whitman, ChFC®
Lead Planner, Beacon Wealth Partners"Before SageDoer, entering client tax returns and held-away assets into RightCapital ate up my entire Tuesday. Our VA now builds the initial planning draft so I can jump straight to analysis."
Marcus Hayes, CFP®
Principal, Stonegate Wealth Planning"The Dedicated Project Manager makes all the difference. I send bullet points and raw tax PDFs into Slack; the PM audits the Holistiplan outputs and verifies every Schedule C entry before delivery."
Laura Chen, CFP®
Founder, Clarity Financial ArchitectsFrequently Asked Questions
Clear, honest answers to genuine compliance, data security, and workflow questions from financial planners.
Ready to Delegate Planning Admin?
Book a 30-minute practice consultation with our management team or connect instantly via WhatsApp.
Tell Us About Your Planning Practice
Share your firm's typical planning software and weekly bottlenecks. We'll assign the right specialist.