For financial professionals

Grow your practice with pre-qualified, high-intent clients.

For Professionals · Freedom Connect

Meet consumers who already know what they need.

Freedom Score routes consumers who've mapped their Wealth, Health, Protection, and Legacy gaps directly to the pro whose specialty closes them. No cold calls. No shared lead pools.

  • Free to list
  • Verified pros only
  • Approval in ~48 hours
  • Exclusive intros — never shared
25 Q
Assessment consumers complete before matching
4
Pillars used to route intros to your specialty
1:1
Every intro is exclusive to you — never shared
Why pros join

Better leads than lead-gen.

You didn't build a practice to chase Yelp clicks. Freedom Score sends you consumers who've done the work of understanding their own situation.

Pre-qualified consumers

Every intro comes from a consumer who's completed a full Freedom Score assessment — you know their score, pillars, and priorities before you say hello.

Matched to your specialty

Our matching engine routes consumers to the pro whose specialty solves their top-priority pillar — not a shotgun blast to every advisor in the ZIP.

Pay for value, not clicks

Free to list. Upgrade only when your practice starts converting intros. No lead-gen middleman markup.

Who we match

Specialties we route today

Wealth / Investments
CPA / Tax
Mortgage
Life & Property
Health Insurance
Estate Attorney
Annuities / Retirement
Financial Planning

What consumers see

This is the profile every intro brings you.

Before they request a meeting, a consumer already has their Freedom Score™, a ranked Priority Action Plan, and a clear reason to talk to you — so first calls start warmer.

freedomscoreapp.com / results

Freedom Score™

Maya · Age 32

B · On track
Sample preview
  • Wealth74
  • Health68
  • Protection61
  • Legacy55

Priority Action Plan

Priority Action Plan

The 3 things to do next

Sample preview
  1. 01

    Add a term life policy sized to your family

    Protection·+9 pts projected
    Do next
  2. 02

    Open a Roth IRA and automate contributions

    Wealth·+7 pts projected
  3. 03

    Draft a will and healthcare directive

    Legacy·+6 pts projected

AI Freedom Profile™

AI Freedom Profile™

Your Freedom Dashboard

Sample preview
Narrative

Your foundation is strong — savings are on track and health coverage is solid. The biggest lift right now is Protection: a modest term policy would protect the plan you're already building.

Freedom Potential7294

If you complete your top 3 actions this year.

  • Emergency fund milestone100%
  • Retirement runway to 9062%
  • Estate documents complete25%
Every preview labeled as a sampleYour real results stay private to you
How it works

From application to first intro

  1. 01

    Apply in 5 minutes

    Tell us about your firm, specialty, and where you serve clients. No long forms, no faxed W-9s.

  2. 02

    Get verified

    We check your license, credentials, and phone. Most pros are reviewed within 48 hours.

  3. 03

    Complete your profile

    Add a headshot, bio, service area, and years of experience. Higher completeness = better ranking.

  4. 04

    Receive matched intros

    When a consumer's Freedom Score maps to your specialty, they see you first. Accept and connect on your terms.

Pricing

Start free. Pay when it works.

List your profile at no cost. Upgrade when you're ready to unlock unlimited intros and priority ranking.

Free
Starter
Build & market your presence
  • Free to set up a professional profile
  • Showcase your headshot, bio & credentials
  • Public listing in the Verified Professionals™ directory
  • Market yourself to a high-intent audience
  • Intros not guaranteed on the free tier
Start free
7-day free trial
$149.99/month
Pro
  • 7-day free trial — cancel anytime
  • Unlimited matched intros
  • Priority ranking on match cards
  • Verified badge & credential display
  • Review request tools
  • Analytics: views, accept rate, response time
Start 7-day free trial

Founding-member pricing. Locked in for 12 months from your signup date.

Verified pros only

Every listing passes a license and credential check before going live. No unverified accounts, ever.

Your reputation, showcased

Verified badges, years of experience, and consumer reviews sit right on your match card.

Full transparency

See profile views, intro acceptance rate, and average response time in one dashboard.

FAQ

Questions we hear often

Are these real leads or just directory clicks?+

Real intros. A consumer completes the full 25-question Freedom Score assessment, we match them to a specialty, and they explicitly request an intro to you — with their preferred contact method and availability.

What does it cost to list?+

Zero. You can set up your profile and market yourself in the Verified Professionals™ directory for free — intros are not guaranteed on the free tier. When you're ready for unlimited matched intros and priority ranking, the Pro tier (Retail $149.99/month) comes with a 7-day free trial. Cancel anytime.

How fast is approval?+

Most pros are reviewed within 48 hours. We verify license, credentials, and phone before you go live so consumers can trust the directory.

Do you sell my leads to competitors?+

No. When a consumer requests an intro to you, you're the only pro who sees that request. No shared lead pools, no bidding wars.

Can I choose which intros I accept?+

Yes. Every intro request is opt-in on your side. Accept, decline, or pass — no penalty either way.

Grow the practice you built.

Join the network of vetted professionals helping consumers turn their Freedom Score into real progress.

Built to be trusted

Trust Center →
  • Encrypted in transit and at rest

    TLS in transit, encrypted at rest on managed infrastructure.

  • Account-level data isolation

    Your data is scoped to your account and never shared without your permission.

  • AI-Assisted Insights

    Every recommendation is generated from your own answers, clearly labeled as educational, and never presented as personalized financial advice.

  • Your data, your control

    Export or delete your account and answers at any time.