Our rFPW is rebel’s online hub were our clients can keep track of their accounts, set budgets, store documents, create financial plans all online!
What Does Our Online Tool Offer You?
Keep Track Of Your Accounts
You integrate your financial accounts all in one place, so you can have an overview of your accounts whenever you login to your rFPW. This includes bank , credit cards, investment, retirement, and insurance accounts.
Build A Budget
You can build your budget online and you can monitor your progress in real-time.
Create Financial Plans
Upload your documents, enter in financial info, and our software does the rest! Our financial planning software can leverage immense culmination of data from all of your accounts and will update automatically when things change. You can build plans in your rFPW and have it sent over to one of our advisors to run through with you.
Secure Document Storage
Your rFPW account has a “vault” feature that is backed by 256 bit encryption. You can upload and access documents backed by trusted security. Your account is also available to your mobile device!
Your account can be logged in from anywhere at anytime. Our rFPW automatically updates for you as long as all of your account information and integrations are up-to-date.
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Need a review or refresher on your rFPW?
Brush up on your rFPW skills so that you can make sure that everything is in your rFPW and is up-to-date so we can help you plan more effectively.
Understand needs vs. wants and the ongoing war for your wallet:
A short and powerful video about how small paradigm shifts in our life can make big differences to your financial accomplishments.
Financial Advisor and Planner
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).