Building Our Financial Doctrine

Where the source is ambiguous, the draft preserves the ambiguity instead of inventing a fact.

Edit the Draft

Each of the ten sections is editable in place. Prose sections are free text; Our Guiding Principles holds a title, statement, and explanation per principle; Our Priorities separates near-term from longer-term and can capture giving, family caregiving, travel, family time, and work priorities.

Use Client preview to read the document as the household will see it. Select Save Draft to keep your edits.

If two people in your practice have the same draft open, the second save is refused rather than overwriting the first. Reload to pick up the newer text.

Approve a Version

Approve Version runs a compliance review of the text as it stands right now, not as it was generated. Two outcomes:

• Wording that needs a change — approval is held, and each phrase is marked on the field it appears in. This catches instruction-style language ("we should…") that does not belong in a document describing what a household values.
• Wording from the household's own answers — adjusted automatically when you approve. You cannot edit a word out of the household's own history, so these are corrected rather than held. The panel tells you which sections changed so you can read the result.

You can also describe a wording or priority change conversationally. Policy Stack proposes a complete revised draft in the editor; review it and save it yourself before approval. Approving keeps the doctrine advisor-only. Approving and sending are two separate actions — approving on its own delivers nothing to the household.

Send It to Your Client

Send to Client emails the approved version as a branded PDF attachment. The email comes from Policy Stack, and replies go to you.

1. On an approved version, select Send to Client.
2. Select Preview the PDF to read the exact document your client receives.
3. Add an optional note. It goes in the email body, never in the PDF.
4. Select Send.

A doctrine belongs to the contact, not to a Policy Stack account, so a prospect who has never signed up can receive one.

Sending Is Permanent

An attachment already in someone's inbox cannot be recalled, so the version you sent becomes permanently read-only and is labelled Sent. Its wording cannot be edited afterward.

Change Something After Sending

Select Create New Version. The text you sent is copied forward as an editable draft, and the sent version stays exactly as your client received it. This is a copy rather than a regeneration — nothing is rewritten.

How the PDF Is Branded

Branding follows the practice that owns the doctrine, not whoever opens or sends it, so the same document reads the same way to everyone.

• Practice 10 and above — the practice logo and brand color on the cover.
• Practice Solo — the advisor and practice name as text, plus a "Prepared with Policy Stack" line.

Branded exports change the document's appearance only. Every paid Practice tier can send.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.