Welcome To rFreemium

rebel Financial is dedicated to making financial planning and investment management more inclusive. rF freemium is our service designed to leverage our existing self help tools, portals, and developing AI tools to give you a free tier to elevate your cash-flow, expense tracking, budgeting, investment management, and simple goals-based planning. See all of our services.

What Is rFreemium?

rFreemium is our new service in which you can organize your financial life, track spending, make budgets, and make a relationship with a financial company that truly believes in helping you be better in a way that is affordable and not detrimental to your financial future.

What's Available with rFreemium?

Spending Insights

Budgeting

All Accounts, One View

Plan Goals

Financial Reports

Exclusive Blogs

Client Site

Seamless Upgrade

we want you to succeed

What we believe

"We believe in you from day one, not only when you have $100k to $500k to invest."

Phil RatcliffPresident & CEO

Sign-Up Process

Client Agreement

Since you are using a product of our practice, you are required to sign an agreement, even if you are only opting into the rFreemium service.

Onboarding Form

Your client onboarding form will help us gather information for your profile. This will also help to easily upgrade your services if you decide to do so.

Client Portal (rFPW)

Your rebel Financial Personal Website (rFPW) is rebel’s online portal, where you can keep track of your accounts, set budgets, store documents, and create financial plans online.

Questionnaires

Three questionnaires (Riskalyze, Ethos and Tifin) will be sent to you to help identify how you should invest. These questionnaires are made for everyone to fill out, but are only used in our paid services.

Client Hub

Your client Hub is your one stop shop for everything rebel. You’ll be able to access your accounts, see upcoming events, schedule appointments and more!

Sign up to be a rFreemium Member, It's Free!

The Sky's The Limit

Upgrade to the next level with Freemium +

We’re excited to announce our new offering, Freemium +, which provides an upgrade to our freemium service, now with the added benefit of managing your investment accounts for a nominal fee.