The 'Who' in the Who What When methodology includes which elements?

The 'Who' in the Who What When methodology includes which elements?

• A. Wages
• B. Property
• C. Wills
• D. Family Information: Client & Spouse, Children, Grandchildren, & Great Grandchildren

Answer: (D)

The main idea is identifying who the plan is for. The Who part of the Who What When framework focuses on the people involved—the client and the family who are affected by the plan. Listing the client and spouse along with children, grandchildren, and great-grandchildren directly defines everyone who needs consideration for goals, beneficiary designations, guardianship, and future planning. Wages and property describe assets or income, while wills are documents, not the people being planned for, so they don’t represent the “who.” By capturing the entire family in the Who, you ensure the plan addresses real relationships and generations, making the approach practical and actionable.

The main idea is identifying who the plan is for. The Who part of the Who What When framework focuses on the people involved—the client and the family who are affected by the plan. Listing the client and spouse along with children, grandchildren, and great-grandchildren directly defines everyone who needs consideration for goals, beneficiary designations, guardianship, and future planning. Wages and property describe assets or income, while wills are documents, not the people being planned for, so they don’t represent the “who.” By capturing the entire family in the Who, you ensure the plan addresses real relationships and generations, making the approach practical and actionable.