The Aliso Viejo Chamber of Commerce is proud to recognize Nycole Freer, founder of Eden Financial, as our November Member of the Month!
Nycole is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in the financial-services industry since 2012. She founded Eden Financial in 2023 to help ambitious women, families, and business owners organize their finances and build wealth with greater clarity and confidence.
Through personalized financial planning and investment management, Nycole helps her clients create strategies for retirement, cash flow, investments, insurance, education funding, and other important financial goals. Her mission is to help people put their finances in order so they can “set it and forget it,” knowing their money is aligned with their lifestyle, priorities, and risk tolerance.
Nycole is also an active leader in the local business community. She serves on the Aliso Viejo Chamber’s Board of Directors and supports the Chamber’s marketing and social-media efforts. As an Aliso Viejo resident, wife, and mother of two, she is passionate about helping local families and businesses thrive.
November is especially meaningful to Nycole because it is also her birthday month! For her, it is a natural time to celebrate another year, reflect on what has been accomplished, and set intentional goals for the year ahead.
Nycole’s November financial tip for business owners
Before the holiday season gets too busy, schedule a year-end financial review with your CPA and financial advisor. Review your year-to-date profit, estimated tax liability, retirement-plan contributions, business expenses, cash reserves, and goals for the coming year. Taking action before December 31 may uncover planning opportunities that are no longer available once the new year begins.
Congratulations to Nycole Freer and Eden Financial on being named the Aliso Viejo Chamber of Commerce’s November Member of the Month, and happy birthday, Nycole!