Hi, I’m Dan.

I’m not your typical CFO.

I don’t see profit and growth as the ultimate goal. I believe in building businesses aligned with your highest purpose — even when that means making decisions that don’t maximize short-term returns.

To me, a successful business is life-giving, values-driven, and rooted in care — not extraction, ego, or hustle at all costs.

My role is to help you align your financial strategy with that deeper mission. Some clients call me their “CFO therapist.” Others describe me as a trusted, empathetic partner who truly gets them — in ways many financial professionals simply can’t. I bring clarity to the complex, calm to the chaos, and structure to your vision — so you can grow in a way that feels both smart and sustainable.

Because when your numbers reflect what truly matters, they become tools for discernment — not pressure. And that’s when leadership begins to feel clear, grounded, and authentic.

My Journey

I grew up as a Korean adoptee in the U.S., navigating a deep disconnection from identity, culture, and any real sense of home. At the time, I didn’t have the language for it — only a quiet craving for stability, clarity, and something solid to hold onto. That longing became a steady force shaping both my inner world and, eventually, my career path.

I started out in accounting and finance in New York City. It was stable and practical — but often felt like a “necessary to live” kind of job. Outside of work, I immersed myself in spiritual communities, healing retreats, and coaching programs. For a while, I considered leaving finance altogether to become a professional coach or healer — until I encountered the shadow sides of that industry: manipulation and control dressed up in “spiritual” language and principles.

That’s when I realized I didn’t need to abandon finance. I needed to reimagine it.

As I deepened into my own healing — through Buddhist practice, somatic work, energy healing, and psychotherapy — I began to see how financial skills could serve as a tool for alignment, clarity, and transformation. I learned to bring calm to chaos, structure to uncertainty, and grounded strategy to complex, emotionally charged decisions.

That’s why today, I work with conscious founders who want to grow without selling their soul. I help them root into clarity and confidence — not just in the numbers, but in how they lead, make decisions, and live out the mission that matters most.

What I Believe

Business isn’t just business — it’s personal.
It’s a reflection of your values, your creativity, and how you contribute to something greater than yourself.

In a capitalistic society, business becomes one of the main ways we create, serve, and shape the world around us.

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 mirrors you — consciously or not. It reflects 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.)

  • Capitalism is a limited structure. We will need to evolve beyond it if we want to create a more life-affirming world. But for now, we can choose to work within it in the most conscious, high-integrity ways possible.

  • 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, we just might be an ideal match.

Let’s Connect

Your mission deserves financial clarity — the kind that supports not just your business, but the purpose behind it.

If you’re building something meaningful and want your numbers to reflect — and support — that vision, let’s talk. One conversation can help you see your next step with more confidence and ease.

No pressure. No jargon. Just clarity, alignment, and the possibility of working together — if it feels right..

My Approach

Some clients call me their “CFO therapist.” Others say they just breathe easier when I’m in the room. That’s because I bring both financial clarity and a calm presence to the table.

My approach combines strategy, structure, and emotional intelligence. I don’t just hand you reports — I help you understand what the numbers are saying, why they matter, and what to do next.

Here’s what that looks like in practice:

  • Turning complex financials into simple, actionable insights

  • Helping you see what’s really driving the numbers — and what to shift

  • Building systems that support growth without creating chaos

  • Guiding you through big decisions — investments, hiring, pricing — with both clarity and alignment

  • Holding space for the stress and emotion that inevitably come with running a business

The result? Numbers that empower you, not overwhelm you — and a business that grows in integrity with your mission.