Hi, I’m Dan.
I'm not your typical CFO.
I've seen how easily finance can become either rigid and mechanical, or abstract and disconnected from reality.
Most founders I work with don't need another spreadsheet, finance lecture, or fancy board presentation. They need someone who can sit beside them, understand the weight of their decisions, and help their financial picture reflect what they're actually building and why they're building it.
Yes, I've built forecasting models, restructured cash flow systems, and helped leadership teams navigate hiring, pricing, and expansion decisions. But the real work isn't just in the model. It's in what the model reveals and the story it tells about your business — and about you.
What are you building right now? And is it aligned with what you truly care about? That’s what I help your financial strategy reflect.
My Journey
I grew up as a Korean adoptee in the U.S., navigating a deep disconnection from identity, culture, and roots. What I longed for, even before I had language for it, was stability and something solid to anchor into.
I didn't consciously choose accounting at first, but it was stable and practical — a career where accuracy and correctness were rewarded and could be trusted.
Something still felt incomplete though. So outside of work, I immersed myself in spiritual communities, healing spaces, and coaching programs, even considering leaving finance altogether.
But what I eventually realized was that I didn't need to abandon finance. I needed to reimagine it.
I began to see financial guidance as a tool for alignment rather than extraction — a way to bring structure to uncertainty and grounded strategy to emotionally charged decisions.
Because without clarity, finance becomes a tool of pressure. Numbers can be used to justify choices that burn out teams, distort priorities, and quietly pull founders away from what they set out to build.
But when decisions are made from clarity and steadiness, businesses strengthen. They grow without losing themselves and withstand the inevitable storms.
The capacity I've developed to remain calm and centered when a lot is at stake is the same capacity I bring to each client engagement, whether you're driven by a deep sense of mission or simply want to build something sustainable and leave your clients and team better than you found them.
What I Believe
Business isn't just business. It's personal.
And the relationship we have with money, in business and in life, is one of the most revealing mirrors we have. It shows us what we value, what we avoid, and what we believe we deserve.
Most of us were never taught to look at money that way. We learned to manage it, track it, criticize it, or worry about it, but rarely to understand what it's actually telling us about ourselves.
That's where the real work begins.
Here's what I believe:
Conscious business isn't a trend. It's a way of leading with care, awareness, and deeper alignment, especially when it's hard to do so.
Growth is only meaningful if it supports your highest mission, your team, and the well-being of all.
Your business & personal finances mirror you, consciously or not. They reflect your values, your energy, and your inner patterns.
Fulfilling your purpose is one of the most transformative (and sometimes terrifying) journeys you can take. And it's not limited to business alone.
We can choose to operate with integrity, clarity, and care, regardless of the systems we're working within.
You're not meant to do this alone. Every leader needs the right kind of support in the right roles.
This is the foundation I serve from. If it resonates, let's talk.
Let’s Connect
Whether you're looking for ongoing financial leadership, a single deep-dive session, or simply want to explore what's possible, the first step is a conversation.
No pressure. No jargon. Just an honest look at where you are and what's next.