Freedom at Work™
Financial Wellness for Every Employee.
Give every employee their own Freedom Score™, AI-powered financial guidance, personalized financial roadmap, financial education, and access to trusted professionals — all included as part of your workplace financial wellness program.
Free to employees. Not an insurance website. Not a benefits marketplace. A premium financial wellness platform.
Who it's for
Built for the people who build benefits.
Employee Benefits Brokers
HR Managers
HR Directors
Benefits Administrators
Business Owners
Employers
PEOs
Payroll Companies
Benefits Consultants
Insurance Agencies
Employer benefits
What employers get.
Offer employees a meaningful financial wellness benefit.
Improve employee engagement.
Support financial literacy across your workforce.
Provide educational workshops on demand.
Help employees prepare for major life events.
Strengthen recruitment and retention.
Differentiate your benefits package.
Deliver measurable wellness outcomes.
Absolutely no cost to employees.
Employee benefits
What every employee receives.
Freedom Score™
AI Freedom Profile™
Financial Roadmap™
Freedom Vault™
Annual Freedom Review™
Life Event Planning™
Financial Education Library™
AI Freedom Coach™
Access to trusted professionals
Secure document storage
Financial wellness resources
Everything completely free.
Life Event Planning™
Guide employees through every major life event.
Turning 65
Marriage
Buying a Home
Having a Child
Starting a Business
Retirement
Changing Jobs
Divorce
Inheritance
College Planning
Each life event generates educational content, AI recommendations, a personalized roadmap, suggested next steps, and recommended professional categories — so employees know exactly what to do next and who to talk to.
Live education
Freedom Workshops™ your team will actually attend.
Financial Wellness Lunch & Learns
Retirement Planning
Open Enrollment Education
Medicare Education
Home Buying Workshops
Estate Planning
Budgeting
College Planning
Tax Planning
Small Business Education
Employees RSVP directly. Employers see aggregated participation only — never individual financial data.
Freedom Freedom Journey™
The Employee Journey.
For HR and brokers
Executive dashboards. Zero personal data.
Program health at a glance.
- Participation Rate
- Freedom Scores Completed
- Profiles Created
- Workshop Attendance
- Annual Reviews Completed
- Most Popular Topics
- Financial Wellness Engagement
- Upcoming Events
- Employee Resources
- Program Utilization
Aggregated program analytics only. Employers never see individual employee financial information.
Grow your book with confidence.
- Employer roster and analytics
- Employer invitations
- Workshop management
- Marketing materials
- Presentation library
- Proposal builder
- Freedom at Work™ Sales Center
- AI Proposal Generator
- Employer Follow-up AI
Certification
Become Freedom Workplace Certified™.
A badge that says: this company invests in its people.
Employers who offer Freedom at Work™, promote financial wellness, host workshops, and support employee education can earn Freedom Workplace Certified™ status and display the badge across recruiting, careers, and benefits pages.
Freedom Workplace Certified™
Security
Employee-first privacy. Always.
Privacy
Employers cannot access employee financial information.
Encryption
Data is encrypted in transit and at rest.
Employee control
Employees decide what they share and with whom.
Ready to give every employee the gift of Financial Freedom?
Book an employer demo, join as a Freedom at Work™ Partner, or invite your team today.
Built to be trusted
Trust Center →Encrypted end-to-end
TLS in transit, encrypted at rest on managed infrastructure.
Row-level security
Your data is scoped to your account at the database layer.
AI you can audit
Guidance is educational, cites your inputs, and is never advice.
Your data, your control
Export or delete your account and answers at any time.