Using Scenarios from the Advisor View

Attaching Scenarios to Pipeline Deals

For a prospect still in the pipeline, create the scenario from the deal or choose Prospect context during creation:

The current interface links context when a scenario is created; it does not provide an Attach Existing Scenario action.

Presenting Scenarios to Clients

During Video Calls

Open the scenario builder and click Present for a clean, full-screen view. Screen-share only that presentation surface to keep the rest of the practice workspace out of view.

During In-Person Meetings

Open Present on a tablet or second screen. Use Share separately when the client needs a read-only web link.

Adjusting Live

Return to the builder, update the input, and click Calculate. Changes auto-save, and an active share link reads the latest saved scenario when reloaded.

Sending a Sequencer Scenario to a Client Account

For a connected client with read consent, a client-context Sequencer scenario can be sent to the client's account for review:

Opening the shared or printable view does not start tracking. Starting walks the client through matching debts to Liabilities and choosing which balance to use when a recorded amount differs from the plan. Each new liability needs the client's confirmation, a lender, and an original amount; that amount is never inferred from the current balance, and 0 is accepted for revolving credit. Start Payoff Path then creates the client-owned path. Plans that cannot start explain why. Declining creates no client-owned financial rows. Until setup is complete, Payoff Path shows which steps remain.

Printable Scenario Views

Every calculated scenario can open a print-formatted browser view:

Printable views are static captures for:

• Sending to clients who prefer a document over a link
• Attaching to email follow-ups after a meeting
• Including in client files for compliance documentation

Organizing Your Scenarios

As your practice grows, the scenario list can become long. Keep it manageable:

• Name consistently — always include the client name and date
• Choose context at creation — Client and Prospect contexts keep new scenarios linked to the applicable record
• Duplicate before branching — use the scenario-list action menu when a separate variant is needed
• Filter the list — narrow by tool type or status; the current list does not include free-text search or archive actions

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.