Alayne is working with a Financial Planner to help her prepare a budget for the rst time. The Financial Planner has asked her to provide

Alayne is working with a Financial Planner to help her prepare a budget for the first time. The Financial Planner has asked her to provide her with all of her tax returns, statements of all assets and liabilities and a list of expenses. What stage of the financial planning process are they at?