Financial Services

We offer the following services for this program:

  • Access to Ajaluna by phone or email during the term of your package
  • Quarterly 60 min. coaching sessions
  • Uncover unhealthy money habits
  • Develop unique, detailed money management plan
  • Monthly money management templates
  • For businesses, prepare financial reports, tax filings and other required reports
  • Personal Accountability Partner
  • And so much more!

*Please note that we do not provide strategies or information regarding retirement accounts. If you seek assistance, we have a referral directory available.