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Visualize your entire financial picture in one place

Your free trail lets you experience some of the amazing features that you receive by becoming a rebel Financial client. 

Free Trial

CONNECT

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

ANALYZE

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

SHARE SECURELY

Share your reports securely with your financial Advisor/Coach who will help you optimize your plan.

EVERYTHING YOU NEED TO GET YOUR FINANCIAL "HOUSE" IN ORDER

Track all of your accounts in one place: Pension, 401k, IRAs, 529s, student loans, mortgages, etc.

Track your spending, create budgets, and gain insight into your financial situation.

Create financial reports and plans.

Share your data with your Coach/Advisor so that they can help you optimize your financial situation in real time.

Use the data in your rFPW to make a college, retirement, or estate plan with the help of your Advisor.

Secure cloud access from anywhere, on desktop, mobile, or any browser.

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eRebel

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Gold rebel

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.

Need to "unsubscribe"? We hate to lose you but but we want to make it easy and we hope to see you again in the future!

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. A more detailed description of the company, its management and practices are contained in it's Firm Brochure (Form ADV, Part 2A). This website is not affiliated with, maintained, authorized, endorsed or sponsored by Rebel Wealth Management