Fictional sample report
This fictional report uses the same dashboard experience families receive after purchase. Nina is an Atlanta-area 11th grader interested in business and marketing, with a family trying to balance school fit, merit-aid reality, and a plan she can actually act on.
The student, schools, costs, scholarships, and programs here are fictional for public demonstration. Use the sections like tabs to browse the report.
Fit Matrix
Money Map
High School Course Plan
Extracurricular Ladder
Summer Advantage
This section answers
Counselor memo
Nina's next 90 days should make the business-builder story more concrete while keeping cost and course decisions honest. The family should start with the school list and affordability tracker, then use counselor feedback to make sure the senior schedule supports business readiness without crowding out proof work.
By the end of 90 days, Nina should have a verified cost read, a counselor-confirmed schedule direction, one documented activity proof sheet, and a summer path with a fallback.
Counselor-led timeline
The list should reflect Nina's business interests, distance preferences, and admit-risk balance before the family adds more schools.
Output: One status note for each Best-Fit School.
Money Map decisions should shape the list before visits, favorites, or applications create momentum.
Output: Saved calculator notes and one aid question per school.
Course rigor only helps if the schedule is available, realistic, and aligned to the business direction.
Output: A preferred senior schedule and two backup swaps.
The Extracurricular Ladder needs visible evidence, not just another activity title.
Output: A proof sheet with at least one metric and one adult verifier.
Summer should deepen Nina's business story without depending on one uncertain program.
Output: One primary plan, one fallback, and one finish-line artifact.
Timeframe
Owner
Priority
Action
Expected output
Why it matters
Week 1-2
Student + ParentHighReview the Fit Matrix and mark each school as keep, verify, watch, or remove.
One status note for each Best-Fit School.
The list should reflect Nina's business interests, distance preferences, and admit-risk balance before the family adds more schools.
Week 3-4
ParentHighRun net price calculators for the four schools with the biggest cost or aid uncertainty.
Saved calculator notes and one aid question per school.
Money Map decisions should shape the list before visits, favorites, or applications create momentum.
Week 3-4
Student + ParentHighAsk the school counselor to confirm the senior math, writing, business/economics, science, and language plan.
A preferred senior schedule and two backup swaps.
Course rigor only helps if the schedule is available, realistic, and aligned to the business direction.
Week 5-8
StudentMediumTurn the student-store work into a one-page proof sheet with numbers, decisions, and next improvement targets.
A proof sheet with at least one metric and one adult verifier.
The Extracurricular Ladder needs visible evidence, not just another activity title.
Week 9-12
Student + ParentMediumChoose the summer path and fallback after checking availability, aid, and timing.
One primary plan, one fallback, and one finish-line artifact.
Summer should deepen Nina's business story without depending on one uncertain program.
Deeper handoff
The first decision is list discipline.
The Fit Matrix, Money Map, and course plan should narrow the family's attention before new schools or activities are added.
Affordability needs parent ownership.
Cost uncertainty is the fastest way for the plan to drift, so the parent-owned calculator work belongs near the start.
Proof beats more activity.
Nina's strongest profile gain comes from documenting what she already owns in the student-store work.
Which senior-year math and writing choices best support Nina's business direction without overloading her schedule?
The course plan needs school-specific availability, placement, and workload guidance.
Which two schools on the current list need the most careful admissibility, program-fit, or cost verification?
A counselor can pressure-test whether the Fit Matrix and Money Map should change before the list narrows.
What evidence would make the student-store story more credible for a business-focused application?
The activity story gets stronger when Nina can show proof, impact, and adult verification.
Should Nina prioritize the formal summer program, the self-directed business sprint, or a lower-cost work/project option?
The Summer Advantage choice should advance the same story while respecting timing and cost.
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