For Financial Planners

Virtual Assistant for Financial Planners.

High-performing virtual assistants, matched to how you actually work. Get your time back and spend it on what matters most. Your clients, your plans, and the conversations that actually move them forward.

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See the time you'd get back
The work that fills your week

This is what's keeping you away from what matters.

Assembling planning binders for upcoming meetingsPulling tax returns and statements for review
Plan refresh prep in eMoney or MoneyGuideProLogging notes from yesterday's planning meetings
Closing open CRM tasksCleaning up household and beneficiary records
Booking annual planning reviews over emailSending meeting confirmations
Chasing reschedules and no-showsDrafting recap emails for your sign-off
Chasing outstanding signaturesFollowing up on document requests
Checking in with clients on your behalfBirthday and milestone emails
Newsletter drafting and sendsSocial media content drafting and scheduling
Webinar registration and remindersVendor invoicing
Ordering office suppliesExpense reconciliation
CE deadline trackingCompliance file organization
What your VA picks up

What your VA picks up.

Here's the work planners typically hand off. The shape varies by practice, we scope what yours owns first on the intro call, within the boundaries of an unlicensed assistant.

Planning meeting prep. The packet ready when you sit down. Agenda, plan refresh prep, tax returns and statements gathered before you walk in.

CRM hygiene. A book of clients that's current, not a quarter behind. Wealthbox, Redtail, Salesforce, kept clean.

Document collection. Tax returns, statements, estate documents, and beneficiary forms requested, tracked, and filed where you can find them.

Scheduling and the planning calendar. Annual planning reviews booked, confirmations sent, reschedules and no-shows chased.

Client follow-ups. Recap emails after meetings, action-item tracking, paperwork chases, milestone outreach drafted for your sign-off.

Marketing and content. Newsletter, LinkedIn posts, market and tax updates, webinar and event logistics, on cadence.

Back office and admin. New-client paperwork, vendor invoicing, expenses, compliance file organization, CE and renewal tracking.

Ready when you are

Your time is valuable. Focus on what actually matters. Your clients, your plans, and the conversations that actually move them forward.

Take back your time now
FAQ

Common questions from planners.

Don't see yours? Bring it to the discovery call.

How does my VA learn the tools we use, like eMoney, MoneyGuidePro, RightCapital, Holistiplan, Wealthbox, Redtail, or Salesforce?
During onboarding. We help you organize the access, resources, and direction your VA needs to start running inside your stack. You own the SOPs and the playbook, and we make sure your VA has what they need to follow them. By the end of the first few weeks they're operating in your CRM and planning tools fluently and following the cadence you set.
Is my VA a licensed financial professional?
No. Our VAs are not licensed financial professionals, CFP® holders, RRs, or IARs, and we do not place them in roles that require a license or credential. They work as unlicensed assistants under your supervision and stay within the boundaries of what unlicensed assistants are allowed to do under your firm's compliance policy and the rules that apply to you. Anything that constitutes giving financial or planning advice, recommending investments, making suitability determinations, executing trades, or any other activity that requires a license, stays with you or with a licensed person on your team.
How do you handle client data, privacy, and compliance?
You can have your VA sign a confidentiality agreement before they touch anything, and they operate inside the access controls you set. You own the security and compliance stack, and we help you set it up: dedicated residential proxies and VPNs for account access, an encrypted password manager like 1Password, and role-based access scoped only to what your VA needs. Credentials are never shared in plain text, and your VA's access is revoked immediately on any transition. Your VA also follows the supervision and recordkeeping rules your compliance team sets for non-licensed staff.
What kind of work can my VA actually take on, and what has to stay with my licensed team?
We scope this together on the intro call. As a rule, your VA handles the operational and administrative load around your practice (CRM, scheduling, meeting prep, document collection, follow-ups, marketing, back-office admin), while anything that constitutes financial or planning advice or requires a license stays with you or with a licensed person on your team. We don't pretend to know your firm's compliance policy better than your CCO does, and we'll defer to your judgment on where the line falls.
Will my VA be dedicated to my practice, or shared with other clients?
Dedicated. Your VA is matched to your practice and works your hours on your work. We scope the engagement on the intro call, and your VA isn't being rotated through other clients in the background.
What time zones do your VAs work in?
Our team works around your schedule. We work with clients across North America and Europe, and we match a VA who can cover your business hours. Tell us which hours you need, and we'll scope it on the call and make sure you get coverage. If covering your hours means your VA works a graveyard shift in their time zone there may be additional cost, we'll identify it up front and clearly communicate it before you start working together.
What does onboarding look like?
Onboarding is about setting your VA up for success. We help you organize the access, resources, and direction your VA needs to start strong, pointing them at the SOPs, tools, and playbooks you already use. You own the systems and the playbook for your practice, and we make sure your VA has what they need to follow them. A BlueMoso manager stays in the loop through the first month to run QA and help the working relationship find its rhythm.
What does a virtual assistant cost?
It's a monthly subscription, custom scoped on the discovery call. A managed option is also available if you'd like us to run weekly check-ins, QA the work, own SOPs, and cover when your VA is out. Pay by credit card or bank transfer, collected before service starts and automatically charged at the start of each month after that. Month-to-month, no long contracts, swap anytime.
What if it isn't a good match?
Tell us. We swap VAs at no cost. Most clients who swap early stay with us long-term, and our average engagement runs past 12 months.

Still have questions? Bring them to the call.

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