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Financial PlannerBookkeeperBookkeepingBusiness TrainingCoachingConsultingEstate Planning
Hours:
9-4pm M-F, by appointment
Driving Directions:
Virtual
STUDIOi is a contemporary boutique financial firm founded by Cody Zindler to help individuals, couples, small businesses, and nonprofits make confident, values-aligned financial decisions. The firm blends financial planning, structured investing, coaching, and business finance support into a human-centered approach.
Investments & Wealth: STUDIOi focuses on long-term clarity and disciplined structure through advisory relationships, portfolio reviews, and one-session consults. The emphasis is steady, evidence-based decision-making rather than prediction or hype.
Financial Coaching: Everyday money habits, cashflow systems, accountability, and values alignment. This pillar also includes guidance on Wills and Trusts as part of broader planning conversations.
Business Finance: Fractional CFO support, business budgeting, light bookkeeping, and operational clarity for founders and nonprofits seeking cleaner systems and better decisions.
Workshops & Speaking: Financial literacy sessions and leadership trainings for LGBTQ+ communities, people in recovery, mission-driven teams, and organizations that want grounded communication and financial clarity.
STUDIOi’s mission is to coach money journeys and cultivate peace.
Investing involves risk. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. See www.WeAreSTUDIOi.com for disclosures.