What you can see on the dashboard
Your dashboard is designed to give you a quick, practical summary of your plan, including:
Your child's education details
Projected education costs over time
The main steps in your planning journey
Available financing options and next actions
Any quote requests you have started or submitted
How the timeline helps
The timeline breaks your journey into clear stages so you can plan ahead with more confidence. You can use it to:
See upcoming milestones in your education plan
Understand when larger costs may happen
Track where you are in the process
Decide when to explore financing options
Know when to request a loan quote
Keeping your dashboard accurate
To get the most useful view, keep your details up to date.
Review your child's education information regularly
Update details if plans change
Check projected costs after making updates
Revisit financing options as your timeline changes
Troubleshooting
Dashboard or timeline does not look right
Check that your child's education details are complete
Confirm recent changes have been saved
Refresh and review your plan again
Still need help? Message us via the Support page.