Good money doesn't create freedom, structure and intention around it does.
Most people never get to the level of income and wealth you have, so why would you settle for the traditional advice everyone else receives? We help successful entrepreneurs and families turn financial complexity into clarity, so money creates freedom and optionality, not friction.
Meet Drew
Meet
Drew Faloon
I work with ambitious entrepreneurs and families who've built real momentum, but don't want success to come at the cost of clarity, health, or the relationships that matter most.
Like many of the people I work with, I'm driven. I expect a lot from myself. And for a long time, I believed that grinding harder was the answer. But I learned, sometimes the hard way, that progress without structure eventually creates friction.
When I'm not working with clients, you'll usually find me outside, hiking Colorado's peaks with my Australian Shepherd, Talus, training for endurance events, or planning the next adventure.
- Role
- Founder & Personal CFO
- Credential
- CFP®
- Firm
- Trailblazer Wealth Management, a fee based RIA
- On the mountain
- Preparation. Patience. Perspective.
To help high-achieving families and entrepreneurs align their money, business, and life, so their hard work creates freedom, not friction.
Why Trailblazer Exists
A different way to think about money, and life.
Trailblazer Wealth Management wasn't built from a textbook or a template. It was built from lived experience, mine, and the people I work with.
I've seen what financial uncertainty does to people, and I've seen it far too often. Not just in balance sheets, but in real life. It shows up as stress you carry home, decisions you delay because nothing feels fully thought through, and health and relationships that quietly take a back seat.
I've watched capable, driven people slowly give away pieces of their life because something always felt unsettled beneath the surface. When someone is grounded and prepared, everything changes: they're more present, they make better decisions, and they create impact that isn't possible when they're operating under constant weight.
The Team
Megan
Client Success Manager
Megan helps keep client communication, scheduling, and documentation organized and on track behind the scenes. She prioritizes protecting client confidentiality, maintaining trust, and ensuring no important details are missed.
Outside of work, Megan enjoys reading, playing Nintendo classics, sewing clothes, bird watching, and continuing to learn through personal interest and curiosity.
The Trailblazer Wealth Path
Clarity first. Structure second. Alignment always.
The Trailblazer Wealth Path provides structure to your financial decisions by meeting you where you are today, and guiding you forward as your life, business, and goals evolve.
Stage 01
The Compass
Define Goals, Values & Financial Priorities
Stage 02
Basecamp
Cash Flow, Risk Management, Debt Strategy & Tax Structure
Stage 03
The Ascent
Accumulation Strategies, Tax Engineering & Business Integration
Stage 04
The Summit
Entity Optimization, Succession Planning & Asset Protection
Stage 05
The Descent
Income Engineering, Health Care Planning & Tax Optimization
Stage 06
The Legacy Trail
Estate Planning, Intergenerational Coordination, Philanthropic & Family Legacy
Building Your Personal Economy
Wealth creates complexity,
and complexity steals freedom unless it's coordinated intentionally.
The 7-Step Planning Discipline
Seven steps to one clear plan
After we define where you are and where you want to go, we use a 7-step planning discipline to give you a clear, integrated plan.
- A
Discover the Human Behind the Numbers
We start with you, your values, your vision, and the life you're building, before we ever look at a spreadsheet.
- B
Map Your Current Cash Flow
A clear, honest picture of what's coming in, what's going out, and where every dollar is actually going today.
- C
Secure Your Income Floor
We build the foundation that guarantees your essential lifestyle is covered, no matter what the markets or life throw at you.
- D
Define the Purpose of the Excess
Once your floor is secured, we assign a clear purpose to every surplus dollar: growth, legacy, giving, or dry powder.
- E
Manage the Risks and Reduce Taxes
We stress-test the plan against taxes, market shocks, and life surprises, then lock in strategies that protect what you've earned.
- F
Coordinate the Pieces
We connect your cash flow, investments, taxes, insurance, and estate into one cohesive, intentional system.
- G
Monitor and Adjust
Life evolves, and so does your plan. We keep watch, adapt, and keep you aligned as your goals and circumstances change.
What you walk away with
The Asset-Map
A one-page visual breakdown of your entire financial world. Instantly see your cash flow, investments, and protection strategies in one place.
Sample Household
The Asset-Map · Lead Advisor Drew Faloon
- Partner One (39)Primary
- Partner Two (36)Spouse
- Child (10)
- Child (6)
- Family BusinessS Corp
Annual cash flow
- Business incomeFamily Business$200,000/yr
- Taxes50% share($50,000/yr)
- Living Expenses50% share($55,000/yr)
- Goals (Vacation & more)50% share($17,500/yr)
Balance sheet
- Family BusinessS Corp$500,000
- Auto Loan($25,000)
Protection
- Life InsuranceTrust Mutual$600,000
- Life InsuranceTrust Mutual$100,000
Assets vs. liabilities
- Savings$15,000
- HELOC($10,000)
- Primary HomeColorado Home$550,000
- Mortgage($375,000)
Annual cash flow
- EmploymentSchool district$80,000/yr
- Taxes50% share($50,000/yr)
- 403b Savings($4,800/yr)
- Living Expenses50% share($55,000/yr)
- Goals (Vacation & more)50% share($17,500/yr)
Balance sheet
- IRA, 401k, etc.Fidelity$35,000
- Auto LoanToyota($15,000)
Protection
- Life InsuranceTrust Mutual$600,000
- Life InsuranceTrust Mutual$100,000
Illustrative sample household. Figures are examples, not a client record.
The Priority Roadmap
A structured, phased action plan that sorts your financial to-dos into immediate, short-term, and long-term priorities, so you always know what to focus on next.
Sample Household
The Priority Roadmap · Lead Advisor Drew Faloon
Family Vision
Grow the family business into a scalable, long-term company that provides financial freedom, flexibility, and security for your family while reducing stress and increasing confidence in financial decisions.
Primary Constraint
Lack of structured business and personal cash flow is limiting clarity, increasing tax inefficiency, and preventing confident long-term planning.
Top 3 priorities next 90 days
- 1
Build a cash flow system to create visibility and allow one partner to step away from work
- 2
Implement proactive tax strategy so more money is put in your pocket, not the IRS
- 3
Increase protection (reserves and insurance) so the plan continues in the face of contingencies
0 to 12 months
Needs attention now
- Build business cash flow system with a monthly review to identify opportunities and make decisions easier
- Build personal cash flow system so one partner can stop working in the next 12 months
- Implement tax planning with CPA
- Increase life and disability insurance coverage
- Build business and personal reserves
- Start a basic retirement plan through the business
- Separate personal and business finances completely
- Complete essential estate planning
FocusStability, protection, clarity
1 to 3 years
Next phase
- Increase retirement savings and build investment vehicles outside of the business
- Consider more advanced tax strategies to save on current and future taxes
- Reduce owner dependency via delegation and systems
- Start evaluating real estate and additional business acquisition opportunities
FocusTurning business success into personal wealth
3 to 10+ years
Long-term strategy
- Grow business to $10mm annual revenue with a full management team and staff to support optionality
- Prepare for exit with a coordinated approach with CPA and business attorney
- Consider max funding retirement plans and advanced strategies for tax efficiency
- Expand philanthropic and legacy planning
FocusFreedom, flexibility, legacy
Always Ready
Clarity beats complexity.
Preparation creates freedom.
Structure turns income into impact.
Coordination keeps complexity from stealing your freedom.
Always Ready means responding with clarity, instead of chaos.
Always Ready isn't about hustle or urgency. It's about building your life, money, and systems so well that when opportunity, or adversity, shows up, you respond with clarity instead of chaos.
You've built momentum. Income is strong. Investments are solid. Opportunity is everywhere. But nothing is integrated into one coordinated system. You don't need more opinions. You need coordination, structure, and a trusted guide.
Built for people who've outgrown good enough.
How We Work Together
From first call to ongoing coordination
We act as your Personal CFO, coordinating the moving parts of your financial world into one clear system. Rather than solving everything at once, we work in focused stages that create momentum without overwhelm.
-
Step 120 to 30 minutes
Alignment Call
A simple, low-pressure conversation to understand what you're navigating and determine whether working together makes sense.
- What's going on in your life or business right now
- Your top financial questions or pressure points
- Whether our approach is the right fit
-
Step 245 to 60 minutes
Financial Clarity Session
Turning the high-level needs from the Alignment Call into a specific, actionable view of your current state.
- Defining your Freedom Number
- Identifying immediate gaps in your current structure
- Visualizing your financial world through the Asset-Map stress test
- Setting clear priorities for the Deep Dive
-
Step 360 to 75 minutes
Deep Dive (Compass Session)
This is where we slow things down and look at the full picture.
- Your values, priorities, and long-term vision
- Your current financial structure
- Key opportunities, risks, and decision points
-
Step 460 minutes
Plan to Serve
We align on direction and expectations.
- High-level strategic overview
- Priorities based on your stage on the Wealth Path
- Outline the service path that fits best
- Set scope, cadence, and next steps
-
Step 560 minutes
Implementation Kickoff
Once aligned, we move from planning to execution.
- Confirming the plan and timeline
- Assigning responsibilities and next actions
- Coordinating with outside professionals
- Setting the rhythm for communication and reviews
-
Step 6Ongoing
Strategic Sprints & Ongoing Coordination
Rather than solving everything at once, we work in focused Strategic Sprints, prioritizing one area at a time.
- Cash flow and reserves
- Tax planning and optimization
- Investments and long-term strategy
- Risk management and estate alignment
- Business planning or transition strategy
Ongoing Strategic Planning Rhythm
A proactive cadence designed to keep your financial life aligned as life evolves.
JAN to FEB
Winter Strategic Sprint
Theme: Vision, planning, and annual reset
- Life & goal reset
- Cash flow optimization
- Updated projections
- Tax forecast
- Strategic priorities
What matters most this year, and how do we fund it intentionally?
MAY to JUNE
Mid-Year Strategic Sprint
Theme: Optimization and adjustment
- Tax return review
- Investment deep dive
- Progress scorecard
- Cash reserve review
- Strategy refinements
Are we ahead, behind, or adjusting?
OCT to NOV
Fall Strategic Sprint
Theme: Protection and year-end strategy
- Benefits / open enrollment
- Risk review
- Estate check-in
- Year-end tax planning
- Next-year prep
What should we optimize before year-end?
Service Overview
Choose the path that fits
Not sure which path fits? That's normal. The best place to start is a simple conversation.
Trailblazer Clarity
Up to$6,000 / year
High earners, early-stage entrepreneurs, and retirees who want structure, simplicity, and confidence, without unnecessary complexity.
The Promise
Organize, simplify, and take control of your financial life, so you can make confident decisions today while building toward long-term independence.
What This Creates
- Clear understanding of where you are and where you're headed
- Confident decisions around cash flow, debt, and major purchases
- Simplified tax and investment coordination
What's Included
- Integrated Financial & Personal Roadmap
- Personal Cash Flow Strategy
- Retirement & Personal Economy Planning
- Risk & Insurance Alignment Review
- Tax Snapshot & Planning Coordination
- Annual Document Update System (“Always Ready Vault”)
- Unlimited access via email, calls, or scheduled meetings
Trailblazer Freedom
Up to$18,000 / year
Growth-stage entrepreneurs and executives ready to integrate their business and personal finances into one coordinated system.
The Promise
Transform financial complexity into a fully integrated wealth system, built around your life, your business, and your long-term vision.
What This Creates
- Single, integrated business + personal financial strategy
- Clear connection between business cash flow and personal wealth
- Predictable profit, owner pay, and long-term wealth structure
What's Included
- Everything in Trailblazer Clarity, plus:
- Business + Personal Asset-Map Overlay
- Business Cash Flow & Owner Distribution Strategy
- Profit Allocation Framework
- Written Investment Policy Statement
- Monthly Cash Flow Summary (surplus awareness, affordability analysis)
Compass Session
One-Time Strategy Session$2,500
Get direction before you climb. Immediate clarity and a focused action plan you can implement right away.
What's Included
- 90-minute strategy session
- Full Asset-Map visualization
- Top 5 priority recommendations
- Written action plan
Advisory Session
Per 1-hour session$500
Strategic insight, on your terms. For legacy clients or professionals seeking focused, as-needed guidance.
What's Included
- Focused 1-hour strategy session
- Personalized summary
- Optional access to Asset-Map
Investment Management
AUM fee schedule1.00% / 0.75%
If we manage assets over $500,000, comprehensive financial planning is included. One relationship. One plan.
- 1.00% on assets under $2M
- 0.75% on assets over $2M
What's Included
- Custom portfolio design
- Tax-efficient rebalancing
- Behavioral coaching
- Asset location and allocation
- Tax loss harvesting and tax aware management
- Rebalancing
In addition to advisory and planning fees, Drew Faloon is a licensed insurance agent and may receive commissions when clients purchase insurance products through him. This creates a potential conflict of interest, since compensation may vary by product. Any commission, fee, or other compensation related to a recommendation will be disclosed before the recommendation is made, and clients are never obligated to purchase products through Trailblazer Wealth Management or its representatives.
Areas We Coordinate & Optimize
The full financial system, coordinated.
Trailblazer operates as a Personal CFO-style partner. We don't just manage investments, we coordinate the full financial system.
Financial Planning
- Goal setting & vision alignment
- Cash flow planning
- Net worth organization
- Debt strategy
- Major purchase analysis
- Education planning
- Financial decision support
Investment Management
- Portfolio design
- Risk alignment
- Retirement income strategy
- Tax-aware investment management
- Asset location
- Rebalancing
- Ongoing monitoring
Tax Strategy & Coordination
- Tax-aware financial planning
- Roth conversion analysis
- Capital gains strategy
- Distribution strategy
- Business owner tax coordination
- CPA collaboration
- Year-end planning reviews
Insurance & Risk Management
- Life insurance analysis
- Disability insurance analysis
- Long-term care planning
- Umbrella liability review
- Business insurance coordination
- Buy-sell funding review
- Key person planning
Estate & Legacy Coordination
- Estate planning review
- Beneficiary audits
- Trust coordination
- Legacy planning
- Multi-generational planning
- Attorney collaboration
Business Owner Planning
- Business cash flow planning
- Owner compensation strategy
- Retirement plan analysis
- Solo 401(k)/SEP/SIMPLE/Cash Balance setup and guidance
- Exit/liquidity planning
- Succession conversations
- Employee benefits strategy
- Key person protection
Note: Insurance products are sold by Trailblazer WM and may be recommended as part of the plan. Before recommendations, we will discuss compensation as well as pros and cons of all products.
What We Represent
Built intentionally, around a clear philosophy
Trailblazer Wealth Management wasn't built by accident. It was built around a defined set of values, and a standard for how financial advice should be delivered.
Always Ready
Preparation, alignment, and calm confidence. We believe your systems should be built so well that you respond to opportunity or adversity with clarity instead of chaos.
Clarity Over Complexity
Complexity destroys confidence. We believe clarity creates momentum. That means plain language, thoughtful structure, and systems that make decisions easier.
Gestalt Financial Planning
We integrate money, business, and life into one coordinated system. Your Return on Life is emphasized more than your Return on Investment alone.
Progress Over Perfection
Waiting for the perfect plan is a form of paralysis. Momentum matters more than perfection. Clarity is built through action and intentional follow-through.
Demand Outstanding
We hold a world-class standard, for ourselves and our clients. Preparation, discipline, and intention are baseline expectations, not differentiators. We refuse to settle for “good enough.”
Practice What We Preach
The philosophy behind Trailblazer isn't theory, it's how we live. We build our own systems, preparation, and discipline first, so the guidance we offer comes from experience, not a textbook.
The Trailblazer Identity
This is not a slogan. It's the standard we hold ourselves to.
- We are guides, not gurus.
- We walk alongside clients, offering perspective, structure, and direction, without ego.
- We are integrators.
- We connect business, personal finances, tax, investments, and life into one cohesive system.
- We are builders.
- We build durable systems, long-term confidence, and real capability, not quick fixes.
Who this is for
- Value clarity over complexity
- Want structure and a guide that allows them to focus on what they care about
- Care deeply about family, freedom, and impact
- Expect their systems to match their ambition
- Don't want more noise, but want a better infrastructure
It's not for everyone. And that's intentional.
Schedule an Alignment Call
A thoughtful, low-pressure conversation to explore fit, alignment, and whether working together makes sense.
- A calm, focused conversation
- A chance to talk through your situation out loud
- An opportunity to explore alignment and next steps
- Not a pitch or product discussion
See the Trailblazer difference