Get to Know Us
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Our
Story
Get to Know Us
At Lavade Group, we understand that managing daily finances takes time, focus, and organization.
Our Money Management Service provides clients with peace of mind by ensuring that all bills are paid on time, accounts are reconciled, and cash flow is monitored carefully.
This service is designed for busy professionals, retirees, and business owners who want to stay financially organized without handling every detail themselves.
Meet Adeola Ayanwale
Adeola Ayanwale, MBA, CFEI, EA is a seasoned Financial and Money Management professional with over a decade of experience helping high-net-worth individuals and small business owners take control of their finances, build wealth, and achieve lasting financial freedom.
As the Principal Consultant, she leads the firm’s advisory practice, guiding clients toward financial stability and long-term growth.
Her expertise spans daily money management, cash flow planning, tax strategy, and wealth-building principles—ensuring clients not only stay financially organized but also make informed decisions toward long-term prosperity.
As an Enrolled Agent (EA) authorized by the IRS, and a Certified Financial Education Instructor (CFEI), Adeola brings both technical precision and an educational approach to every client engagement.
She believes in empowering clients with knowledge while providing personalized, hands-on financial management support.
Whether managing the day-to-day finances of busy professionals or helping entrepreneurs strengthen their business foundations, Adeola’s mission remains consistent—to create financial systems that build confidence, stability, and freedom.
Our process
Committed to Your Success
Step 1: Initial Consultation (Discovery Call)
Purpose: Understand the client’s financial goals, income flow, and challenges.
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Duration: 30–45 minutes (via phone or Zoom)
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Discuss:
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Monthly income and expenses
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Current bills and obligations
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Savings habits and financial goals
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Money mindset and priorities
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Outcome: Determine if money management or financial coaching—or both—is most suitable.
Step 2: Proposal & Agreement
Purpose: Clearly outline scope, responsibilities, and fees.
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Provide a customized proposal detailing:
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Services included (bill management, budgeting, savings tracking, debt payoff planning, etc.)
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payment terms
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Sign a service agreement electronically.
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Collect initial deposit or first-month payment.
Step 3: Information Gathering & Setup
Purpose: Gather all essential financial data securely.
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Client submits:
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Bank and credit card statements (last 3 months)
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List of recurring bills (due dates, payment methods, and amounts)
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Income sources
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Access or reports from financial platforms (if applicable)
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Step 4: Implementation & Monthly Management
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Purpose: Execute and monitor the plan.
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Handle bill payments (if applicable)
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Track income and expenses
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Reconcile accounts
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Provide monthly summary reports highlighting:
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Cash flow
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Budget performance
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Progress toward goals
LATEST INSIGHTS
SERVICES
OUR MISSION
Lavade Group Money Management specializes in providing top-tier financial management services to high net worth individuals and small business owners. Our expert team offers assistance with bill payments, personalized financial coaching, and educational resources focused on pricing, money management, and debt management strategies. We are committed to your financial success.
REVIEWS
Adeola Ayanwale has transformed my financial outlook. Their expertise is invaluable! - Maria Lopez
The financial coaching provided by Adeola Ayanwale was game-changing for my business! - Akira Tanaka
Exceptional service and insightful advice, highly recommend! - James Smith