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.
Join the rebelution!
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.
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.
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.
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.
1
Aggregate your financial account(s) and information into one centralized place.
2
Use our interactive dashboards and reports to better understand your complete financial picture.
3
Share your reports securely with your financial advisor/coach who help you optimize 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.
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.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
