6 things a financial planner can do so you don't have to - Business Insider

or investing more. You'll first have to provide them with a breakdown of your monthly spending, including how much you pay for housing, food, debt payments, and everything else.

Remember: A financial planner's calculations are only as accurate as the information you give them. They're not there to judge your spending habits, but to make thoughtful adjustments, so make sure you're honest about how much you spend on Ubers and Postmates every month.at all costs. A financial planner knows exactly what to look for to help you save money and can even connect you with a CPA for deeper insight and strategies.

Whether you're a business owner, a single parent, a freelancer, newly married, or someone who has an unusually complicated tax situation, there's probably an opportunity to minimize your tax liability that's hiding in plain sight.makes you anxious or stressed, leave it to a pro. Financial planners who are licensed to manage investments will commonly a charge an asset under management fee — often in lieu an hourly or flat fee — equal to 1% to 2% of your portfolio.

You can also enlist a financial planner to see if you're on track to meeting your goals, like retiring at 65, with your current savings rate and investments.

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