CPA & Financial planner for Content Creators.
If you're time-crunched, disorganized, or just overwhelmed...
Let's get confident about your money so you can live your best life.
As Seen In:
you're pursuing your
passion...
But managing your finances is a huge headache.
If you're wondering:
- How you can manage going / being full-time?
- What to do about taxes?
- What happens if I have a slow month?
We know you've got LOTS of financial questions.
So if you're seeking advice and support in your financial life...
1Up Financial Advisors is here for you!
We are a virtual, fee-only CPA & financial planning practice based in Raleigh, NC serving clients locally and nationwide.
Our niche here at 1Up is giving our best financial advice to content creators through holistic financial planning and careful intention.
We help you do this by:
- Answering your specific questions with expert advice
- Being a Partner in achieving your financial goals
- Providing objective input in making financial decisions.
Let’s put your money on EASY MODE together.
Know you need financial advice, but aren't sure where to turn?
Like some of our clients, you may have even been turned away by an advisor because they don’t understand content creation…
That’s why we created this guide to help you navigate your path to financial clarity and help you to choose the right advisor to fit your unique needs.
Whether you’re saving for a house, preparing for retirement, or just trying to keep your finances in check, getting the right financial advisor is crucial.
If you want help in making the right choice, this guide is for you!
So, who am I?
Hi! I’m Ryan Bannister, Founder of 1Up Financial Advisors.
I started 1Up to help content creators like you.
It all started for me streaming on Twitch. I would tell viewers that I’m a CPA and eventually streams turned in to people asking for financial advice.
Though I create different content now, it was clear to me that the creator industry needed a bridge to the finance world.
That’s when I decided to start 1Up.
I love hearing clients say how comfortable they feel after our meetings. It’s so validating and reminds me that I’m doing important work, which inspires me to do even better.
I’m so grateful for the opportunity to be a force for good in my clients’ lives and the content creation industry!
How can WE help you as a content creator?
Reaching Your Goals
Financial
Planning
Financial Planning is the strategy guide to your money. Similar to how seeing the entire map in a game prevents you from wandering around blindly.
This is totally collaborative and based on your goals for your business, life, and family. From there we work backwards to create the right strategies to get you there.
Optimizing Your Investments
Investment
management
Just like a character build, choosing your investments can make or break your entire strategy. Go too heavy on one stat and you’re vulnerable in other circumstances.
We continually monitor & update your portfolio to be strong against market conditions and ensure that the investments we choose are tailored to your overall plan.
Minimizing Tax Liability
tax preparation
& Planning
Taxes can be a creator’s worst nightmare. But with proper planning, we can create some great opportunities for your business.
We help you explore new deductions you may not be utilizing and use our tax law knowledge to help you do things the right way.
Organizing Your Books
accounting & bookkeeping
Garbage in, garbage out. Having clean books and accounting is a must for making informed financial decisions.
Our monthly bookkeeping services help you get organized and turn that garbage into trustworthy information. So, when you look at your income and expenses, you know you can rely on that information.
HERE'S WHAT IT LOOKS LIKE...
Our no-stress process gives you peace of mind and a safe place to let out all those financial frustrations. No shame or judgment, just real financial planning.
Schedule Intro Consultation
We’ll chat for 30 minutes (via Zoom or phone, your preference) to see what’s bugging you and how we can best help.
Discovery Meeting
After our initial consultation, we’ll schedule a one hour Discovery to take a deep dive into your burning issues.
This is where we start to identify real strategies and form an action plan.
Decide next steps.
If the Discovery call shows that we’re a good fit to work together, this is when you’ll move forward as a client and get started in our Foundation-Building process.
See our Services page for more.
