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Join the rebelution!

Start a free 30-day trial

Visualize your entire financial plan in one place. Your free trial lets you experience some of the amazing features that you receive by becoming a rebel Financial client. Upgrade or cancel at anytime.

Everything you need, all in one place

Your trial comes with free access to your rebel Financial Personal Website (rFPW). Here, you can track and manage your financial data securely online, allowing you to do the following.

Track Your Accounts

Create Budgets

Build financial plans

Share your data

Integrate your plans

Store data securely

Get an inside look

Your Personal Financial Website

Your free trial gets you access to your own rebel Financial Personal Website (rFPW), where you can input your financial data and upload documents securely to keep track of your expenses and accounts all in one place.

rebel Financial Personal Website Example Dashboard Screen

Get an inside look

Your Personal Financial Website

Your free trial gets you access to your own rebel Financial Personal Website (rFPW), where you can input your financial data and upload documents securely to keep track of your expenses and accounts all in one place.

Set up your dashboard

The process is easy!

1

Connect

Aggregate your financial account(s) and information into one centralized place.

2

Analyze

Use our interactive dashboards and reports to better understand your complete financial picture.

3

Share Securely

Share your reports securely with your financial advisor/coach who help you optimize your plan.

We have options

Choose your plan

Select the plan you’d like to try out for free for your 30-day trial, or learn more about our each service below.

Frequently Asked

Questions

Once you sign up, you will receive credentials to your own rFPW (rebel Financial Personal Website). Enjoy our online rFPW trial for 30 days and you will be paired with a Financial Coach and/or a Financial Advisor (depending on the level of service you select) who will start to get to know you, discover how we can assist you most effectively going forward, and help you begin to get your financial house in order. 

At the end of your 30 day trial, you will automatically become an on-going client and your Coach/Advisor will begin implementation of your plan, account transfers, etc. that you identified in your free trial.

Yes, you can cancel your trial at any time before the 30-day period is up if you wish to do so. Click here to cancel your trial.

Learn More about our planning process

Sign up to receive a free financial plan demo