# Drew Faloon

Drew Faloon works with high-income earners and business owners on financial planning that connects their personal finances with their business. Faloon describes this work as acting as a personal CFO, bringing financial decisions together rather than treating investments, taxes, cash flow, and household goals separately.

- Profile: https://b2binfluencer.marketing/creators/drew-faloon/
- LinkedIn: https://www.linkedin.com/in/drew-faloon-cfp%C2%AE-098777a7
- LinkedIn followers: 2,724
- Based on 12 dated posts, latest 2026-10-08

## Summary

Drew Faloon is most useful for thought leadership that connects business and personal finance for high earners and owners.

- Best for: Financial advisory firms wanting personal CFO and delegation content for business owners and high earners.
- Not for: Self directed investing apps or campaigns that celebrate do it yourself trading and managing your own money.
- Check first: Confirm audience data, content formats, disclosure practices, and whether any paid partnership offer exists.

### Takeaways

- Faloon says they act as a personal CFO for people done with being good enough financially.
- A contractor faced 40 percent material cost increases, raising who connects business and household finances.
- A client earning mid six figures made weekend trades and saw returns barely 1 percent.

## Main ideas

- **Business and personal money should be planned as one system**: Faloon's most persistent argument is that an owner's company finances and household finances are one problem, not two. Each specialist optimises their own area, leaving nobody accountable for how the parts fit together; pressure on the business shows up in the household at the same time. Faloon describes their own work as a personal CFO role that brings investments, taxes, cash flow and family goals into one plan. They use the argument both to explain why people switch advisers and to pitch the service directly.
- **High earners are usually the bottleneck in their own finances**: Faloon argues that high income does not equal high efficiency, and that capable people keep financial work they are too busy to do well. They cite scarcity, pride, habit and the belief that no one else can do it the way they can. The proposed fix is delegation and accountability, not better tactics: a system and someone to hold the owner to it. Money and cash flow are where this most often shows up, with bad cash-flow habits, reactive decisions, no tax planning, no strategic structure, stress spilling into the business and home, and growth stalling because the owner is stuck in the weeds. In response to the objection that paying an adviser around 1% is not worth it for simple index-fund investing, Faloon points readers to interview other top-tier financial planners.
- **Small money pressures quietly do more damage than dramatic events**: Faloon argues that the financial problems that derail people are rarely a single catastrophe. Triggers include a growing business and heavier decisions, children getting older and college costs approaching, and shame from watching family and peers do better. None is an explosion on its own, but Faloon describes them as the financial equivalent of death by 1000 cuts. The cost is not only financial; it is time taken from doing what you actually want. In their framing, big triggering events such as a large tax bill or losing a loved one with no plan in place account for roughly 5% of cases, shifting the emphasis to unglamorous, cumulative problems.
- **Make the case for coordination without dismissing individual experts**: Faloon argues for a coordinating role while acknowledging the value of each specialist's contribution, and repeatedly tells readers to compare alternatives. The problem, as they frame it, is not that any individual service is inadequate, but that nobody connects the parts. Readers are directed to interview other planners. That makes coordination—not any single service—the core of Faloon's pitch.
- **Hard effort only holds up with recovery and a team**: Faloon's priorities are not only financial. A post built around a hard workout argues that business talk about the grind and self-care talk about taking it easy are both incomplete; contentment sits between challenge and reward. Effort is personal and specific to each person—hard workouts for Faloon, something as small as skipping dessert for someone else. The second theme is that a team or tribe carries people through what they could not do alone. The same team-and-accountability register runs through the delegation posts, where the EOS Delegation & Elevate tool is credited for the idea of working from your creative genius and giving away what drains you.

## Work to read

- [Working from your creative genius — and admitting you may be the bottleneck](https://www.linkedin.com/posts/drew-faloon-cfp%C2%AE-098777a7_one-of-the-biggest-takeaways-from-my-eos-activity-7401377568127684608-VJjC)
- [The cost of doing it yourself — a client trading manually on weekends](https://www.linkedin.com/posts/drew-faloon-cfp%C2%AE-098777a7_the-cost-of-doing-it-yourself-even-when-activity-7348401076468924417-bBpd)
- [Business and personal finance as one plan — the general contractor argument](https://www.linkedin.com/posts/drew-faloon-cfp%C2%AE-098777a7_yesterday-i-was-talking-with-a-banker-who-activity-7364309968700805121-8XZ0)
- [Fear, shame, and the small financial cuts that quietly kill dreams](https://www.linkedin.com/posts/drew-faloon-cfp%C2%AE-098777a7_i-realized-i-was-the-one-that-was-making-activity-7450243016491167744-_IEZ)
- [“Suffer Well” — challenge, recovery, and the team around you](https://www.linkedin.com/posts/drew-faloon-cfp%C2%AE-098777a7_suffer-well-this-was-the-motto-the-theme-activity-7351628168983666689-cW-B)

## Brand relationships

- **TWM** (employment)
- **Roof & Solar Brokers Group - CO Springs** (mention)

## Partnerships

Drew Faloon's posts show no sponsorship or partnership offer, so brands have no formats to plan against. The closest examples are a personal recommendation of a roofing and solar business run by a workout contact and references to work done for clients at a financial firm; neither indicates a paid placement, sponsored post or formal partnership. Brands considering an approach should ask directly about audience size, content formats and disclosure practices.

## Alternatives

- Tyese Kimble: Choose Tyese Kimble over Drew Faloon when the campaign emphasizes accounting, bookkeeping, tax, and CFO-style structure for small-business owners, especially owners who let financial problems compound and need trust and accountability before strategy. Kimble's posts speak directly to the cost of being years behind on books and taxes, why owners avoid opening up about finances, and why guidance is cheaper than mistakes. The founder story in the post — years of rejections, entrepreneurship giving a voice, seeing the whole ecosystem of accounting, strategy, operations, structure, and growth — gives the advisory firm a resilience and faith-driven narrative it could use in a thought-leadership piece about why owners need a partner, not another vendor. If the sample post should be about getting the financial house in order before growth planning, Kimble is the closer fit.
- Susie Newman: Choose Susie Newman over Drew Faloon when the campaign prioritizes bookkeeping operations, year-end readiness, tax-season preparation, and small-business financial hygiene over personal-CFO storytelling. Newman's year-end checklist provides a ready-made thought-leadership format: 20 steps covering financial reports, cash flow, vendor details, receivables, payroll, tax documents, incentives, staffing, inventory, backups, and file naming. For an advisory firm targeting owners who scramble at year-end, Newman can deliver practical, service-backed content, and the Modern Luxury Dynamic Women 2026 feature supports a founder story around SJ Rose Bookkeeping. The line that the wins they are proudest of are clients' wins supports a client-first angle.
- Cathey Kuo: Choose Cathey Kuo over Drew Faloon when the campaign extends beyond financial planning into commercial real estate, site selection, leasing, tenant representation, or business owners making location and property decisions. Kuo writes as an entrepreneur, investor, landlord, business owner, and advisor, and the posts cover using AI intentionally, pressure-testing ideas, tenant representation, site selection for entrepreneurs and owner-users, referrals, negotiation with curiosity and empathy, and a tenant improvement allowance negotiated from an initial $50 per square foot to over $100 per square foot. If the advisory firm wants content for business-owner clients considering real estate or long-term wealth decisions, Kuo offers a concrete negotiation example and a multi-perspective decision lens.

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AI-assisted summary of public posts. Audience demographics are not available. Engagement appears only where we checked recent posts. Method: https://b2binfluencer.marketing/methodology/