Alayne is working with a Financial Planner to help her prepare a budget for the rst time.
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Question:
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?
Expert Answer:
Alayne and her Financial Planner are at the Data Gathering Stage of the financial planning process ... View the full answer
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