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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 rst 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 nancial planning process are they at?
a. Budgeting and tax planning
b. Analyzing her current nancial situation
c. Gathering Financial Information
d. Managing her nancial resources
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