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Align Your Money,
Empower Your Future

Smart Financial Strategies for Confident Living

Financial Clarity. Confident Choices. A Life Aligned.

Money isn’t just numbers in an account—it’s the fuel that powers your dreams. Whether you’re a high-achieving woman ready to take control of your financial future or a military family navigating the complexities of pay, benefits, and transitions, Align is here to turn financial stress into clarity, confidence, and action.

We believe that when you understand how to grow and manage your money, you gain the freedom to live life on your terms.

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Why Financial Planning Matters

Without a plan, money can feel overwhelming—lost between daily decisions, unexpected expenses, and the “someday” goals that never quite take shape. At Align, we take a holistic approach, helping you create a financial roadmap that supports your lifestyle today while setting the stage for long-term success.

When you’re financially secure, you have more than just wealth—you have choices, peace of mind, and the ability to focus on what truly matters.

Meet Katy:
Your Financial Guide

With years of experience in financial planning and a heart for helping women and military families, I founded Align to break down the barriers between you and financial confidence. I translate investing, cash flow management, and wealth-building into real, actionable steps—so you can make empowered decisions without feeling overwhelmed.

I believe financial knowledge isn’t just power; it’s freedom. My passion is helping my clients transform uncertainty into a clear, strategic path toward their goals—whether that’s building generational wealth, traveling the world, or simply having more peace in everyday life.

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How Align Helps You Thrive

With Align, you’re not just getting advice—you’re gaining a trusted partner in your financial journey.

Ongoing Financial Planning

Active duty and Veterans

Investment Education & Management

A comprehensive approach to financial health, with guided implementation, quarterly support, and tailored strategies to help you grow your wealth.

Business & Personal Financial Planning

Financial planning

Project-Based Planning

Designed for entrepreneurs balancing personal and business finances, including tax strategies and investment management.

Investment Education & Management

Katy Stevick

Empower Your Financial Knowledge

Learn to invest with confidence and ensure your money is working as hard as you are.

Take the First Step Toward Financial Freedom

Your financial future is waiting. Whether you're ready to optimize your investments, gain control over your business finances, or finally feel confident in your financial decisions, Align is here to help.

Schedule a Consultation Today and start building a life where your finances align with your dreams.

Get in touch with us to start your journey towards financial empowerment.

​We meet with clients virtually across all 50 states.
In-person meetings are available by appointment only
at the following locations: 


Southern Pines Office
290 SW Broad Street, Suite J

Southern Pines, NC 28387

Fayetteville Office 

701 Hay Street

Fayetteville, NC 28301

Align Financial Planning – Inquiry Form

Let’s make sure we’re a good fit before we schedule. Your answers help me tailor the conversation and ensure your time is well spent.

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©2025 Align Financial Planning, LLC. All Rights Reserved. 

Brand Built By Victor + Valor. 

Investment advisory services are offered through Align Financial Planning, LLC (“Align Financial Planning” or "Align") an investment advisor registered in the state of North Carolina. Align only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.  

Information presented on this site is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. 

Investments, including securities, real estate and other investments, involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. 

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representations as to the completeness or accuracy of the information provided at these websites. Read More

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