Scale AUM & Client Relationships.
Delegate the Retirement Planning Back-Office.
From custodial NIGO-free paperwork (Schwab & Fidelity), eMoney / RightCapital data entry, and annual review prep packages to RMD distribution tracking and CRM hygiene. Get vetted administrative specialists overseen by a Dedicated Project Manager at zero extra cost. Starting at just $6/hour.
What Your SageDoer Retirement Planning VA Handles Daily
Accurate, compliant, and meticulous execution of administrative workflows that take you away from client discovery and holistic retirement coaching.
Client Review Meeting Prep
- Compiling consolidated balance sheets & net worth snapshots
- Generating performance reports from Orion, Black Diamond, or Morningstar
- Assembling customized binder packages or digital presentation PDFs
Custodial Onboarding & NIGO Checks
- Pre-filling ACAT transfer, IRA rollover, & TOD account forms
- Sending envelopes via DocuSign or custodial e-signature portals
- Daily clearing tracking with Schwab Institutional & Fidelity Wealthscape
RMD & Tax Document Workflows
- Tracking Required Minimum Distributions (RMDs) across clients 73+
- Uploading Form 1040s and tax returns into Holistiplan or FP Alpha
- Coordinating with external CPAs and estate attorneys on file transfers
Financial Planning Software Entry
- Data input into RightCapital, eMoney, or MoneyGuidePro
- Entering client assumptions (Social Security age, pensions, living expenses)
- Linking client accounts via Plaid/Aggregation portals
CRM Hygiene & Workflow Pipelines
- Logging meeting dictations & action items in Wealthbox or Redtail
- Tracking key client milestones (Medicare Part B, retirement date)
- Running automated task pipelines for new client onboarding stages
Seminar, Webinar & Lead Coordination
- Managing dinner seminar & educational retirement workshop RSVPs
- Sending confirmation SMS & calendar invitations for discovery calls
- Dispatching quarterly economic commentaries & market update newsletters
Proficient in the Industry Standard Software You Trust
Zero training lag. Our retirement planning assistants integrate into your RIA or Broker-Dealer software stack from day one.
Calculate Your Client Service Associate (CSA) Savings
Compare the true overhead of hiring an in-house CSA / Paraplanner vs. SageDoer's fully managed retirement assistant.
From First Message to Seamless Support in 4 Simple Steps
No endless candidate interviews. No payroll complexity. We align directly with your practice SOPs.
Submit Requirements
Share your primary software tools (RightCapital, eMoney, Redtail, Wealthbox), custodial relationships, and weekly task bottlenecks:
Finalise The Deal
Our dedicated Project Manager connects with you to map out standard operating procedures (SOPs), compliant data access, and weekly meeting prep cadences.
Expert Execution
Your Project Manager oversees your assistant as they assemble review decks, audit custodial forms for NIGO compliance, and maintain clean CRM records daily.
Pay Only For Output
Pay exclusively for active hours logged by your assistant. Your dedicated Project Manager's oversight and quality audits are 100% free.
Predictable Pricing for Growing Practices. Pay Strictly For Hours Worked.
No platform fees. No staffing markups. Dedicated Advisory Project Manager included at zero extra cost.
Part-Time Practice
20 Hours / WeekIdeal for solo CFPs, independent retirement specialists, and boutique wealth managers needing dedicated meeting prep, CRM updates, and custodial form routing.
Full-Time Practice
40 Hours / WeekMaximum operational leverage for high-AUM practices, multi-advisor firms, and fast-growing retirement RIAs requiring full business day administrative presence.
No lock-in contracts. Invoices are billed based strictly on active production hours. Scale hours up or down based on your seasonal client review cycles.
Freelance Platforms vs. SageDoer Managed Model
Why busy financial advisors and CFP practitioners choose our managed infrastructure over unvetted job board freelancers.
| Key Evaluation Criteria | Traditional Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Markup Fees | Up to 40% in hidden client fees, bidding tiers, and markups | 0% Hidden Fees. Transparent flat rates at $6-$7/hr. |
| Daily Administrative Oversight | You must micromanage tasks yourself between client planning meetings | Dedicated Advisory Project Manager audits every deliverable |
| Wealth Software Familiarity | Unverified CVs; you spend weeks explaining eMoney or Schwab Alliance | Pre-screened specialists experienced in advisor CRM & planning tools |
| Hiring & Ramp-Up Speed | Exhausting candidate reviews, sample tests, and repeated interviews | Instant delegation. Deployed and active in 24-48 hours. |
| Invoicing & Time Logs | Fragmented invoices, disputed idle hours, and international conversion fees | Clear, itemized, centralized USD invoicing for verified work |
| Tax Season & Year-End RMD Surges | Freelancer vanishes in December, leaving you completely overwhelmed | Guaranteed backup assistants trained on your practice's documented SOPs |
Trusted by Retirement Planners & Wealth Managers Across the Nation
Hover over any testimonial to pause the stream. Real feedback from advisors who regained 15+ hours each week.
"We run over 180 client reviews every year. Our SageDoer assistant pulls the Morningstar performance snapshots, updates balance sheets in RightCapital, and builds the meeting folders 48 hours in advance. My review prep time dropped from 2 hours per client to 15 minutes."
Bradley Hayes, CFP®
Managing Director, ClearPath Retirement Partners
"Custodial paperwork errors used to drive our clients crazy. SageDoer pre-fills Schwab Institutional ACAT and rollover documents through DocuSign with zero NIGO errors. Having the Project Manager perform double-checks before routing to clients is a lifesaver."
Sandra Miller, ChFC®
Founder, Miller Wealth Strategies
"Between uploading client 1040s into Holistiplan and running year-end RMD distribution trackers across Fidelity Wealthscape, our VA handled all the back-office chaos. I was able to bring on 14 new high-net-worth households this year without burning out."
Gregory Klein, AIF®
Senior Partner, Evergreen Wealth Advisors
"I was hesitating between hiring a full-time CSA for $65,000/year plus benefits or taking a chance on a remote assistant. Choosing SageDoer's $6/hour managed plan saved me over $48,000 in Year 1 while keeping our Wealthbox CRM completely updated."
Annette Loomis, CFP®
Founder, Horizon Retirement Design
Clear Answers for Retirement Planners & Wealth Advisors
Straightforward answers addressing compliance, security, software permissions, and operational execution.
Ready to Offload Your Back-Office Planning Burden?
Choose the fastest contact method for your schedule. Book a 30-min strategy call, chat via WhatsApp, or submit your firm's administrative requirements below. We reply within 15 minutes.
Send Us Your Practice Requirements
Tell us about your CRM, financial planning software, and administrative needs. Your dedicated Project Manager will respond in 15 minutes.