rebel Financial Personal Website (rFPW)

Imagine a secure place where you can keep track of all of your accounts, keep all of your important documents online, utilize your data to create a financial plan and share this data with your trusted advisors so they can keep your financial goals on track. This is what we’ve created for our clients at no additional cost to you.


Keep track of your accounts:

You can enter all of your financial accounts where you can login once to see everything:

  • Bank Accounts
  • Credit Cards
  • Investment Accounts
  • Retirement Accounts
  • Insurance Policies
  • Rewards Programs


Already a client? Watch our Basic Training Video to get the most out of your rFPW:rFPW-Training-Basic2-Thumbnail


Build a Budget:

You can build your budget online and you can monitor your progress in real-time. You no longer have to try and figure it out with pencil or paper, fool around with making excel documents, or go through the frustration of waiting for quicken to download and sync; It’s all built-in and automatic with your rebel Personal Financial Website.

Monitor your Progress:

Once you set all of your accounts up in your rebel Personal Financial Website, you can login – from anywhere, on any device – to see your accounts, investments, budget and financial summary. Your Personal Financial Website updates automatically and only requires that you keep your login information for your various financial accounts up-to-date.

Create a Living Financial Plan:

Your rebel Personal Financial Website is also our financial planning software, and it’s one of the best platforms in the industry, which is great, because we can leverage the immense culmination of data from all of your accounts that are linked to the system. One of the primary problems we faced in the past when trying to complete financial plans for our clients, was that it was very difficult and time consuming to collect all the data and almost 60% of plans did not make it to completion. With our new system, your data is already here which means no extra work for you! Once we complete your financial plan, it can be updated automatically as things change over time. So, we have a living financial plan that is much more useful and actionable than ever before. More plans completed, more plans implemented, and more plans updated = more positive outcomes for our clients.

Already a client? Learn more about prepping your rFPW for Financial Planning:rFPW-Training-Basic2-Thumbnail


Store your most important Documents:

Once you have wills, power of attorneys, living wills, trusts, insurance policies, and other important documents, we can upload them online to your 256 bit encrypted Vault. Here, they are safe, secure, accessible anytime, anywhere, and available to all of your trusted advisors.

Already a client? Learn the advanced details of using the Vault:


Collaborate with all of your Advisors:

We can grant access to your accountant, attorney, banker, financial advisor, broker, or another trusted individual that you specify. With all of that collaboration and expertise, your financial life will be immaculately tended and at your fingertips 24/7.