Trello, the creators of our Invest:Board™, have created an intuitive system that is core to our planning process.

Invest:Board™ allows us to write notes and keep them on a board like sticky notes. We find it helps with the presentation of information, as you can interact with a shared board and keep a log of activity and ideas.

Once you have requested members access by emailing, we will create a private board for you to move the cards as befits your objectives.

You will be able to make new lists, add cards, move cards by dragging and dropping, add comments by clicking, add checklists and due dates. The best way to learn is to dive in and start bringing order to that financial chaos!

Check it out here