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OUR MISSION:
"I'm on a mission to empower women, military families, and entrepreneurs to create fulfilling, abundant lives.
Approaching money as a tool, rather than the end state, puts our clients in control of how their financial resources can have the biggest impact in their lives and the world.
I am committed to helping my clients invest with intention to create a generational legacy of financial empowerment."
WHAT WORKING WITH ALIGN IS ALL ABOUT
Peace of Mind
Through Purposeful
Planning
No more second-guessing your financial decisions. Our process replaces money stress with clear, confident steps toward your goals.
Straightforward, Fee-Only Guidance
We offer honest, expert advice without commissions or hidden fees—your best interests always come first.
A Life-First Financial Strategy
Your financial plan should support the life you want now while building lasting security for tomorrow.
WHO WE SERVE
Professional Women
You’re driven to succeed, balance priorities, and build a financial foundation that aligns with your ambitions.
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Military Families
Navigating unique benefits and challenges, you want to maximize your resources and create stability amid change.
Business Owners
You’re working hard to align personal and business finances while growing your legacy.
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Busy Parents
Juggling careers and family life, you’re ready to take control of your finances and plan for a secure future.
Teach A Woman To Fish....
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That’s exactly what we do with investing—help you turn knowledge into action that transforms lives.
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We love partnering with clients who are committed to being change agents—whether for their family, community, or village—people who want to make the world a better place.​
and she'll feed an entire village.
WHY WORK WITH KATY
Align's Principal Advisor
I’m Katy Stevick, the founder of Align Financial Planning. I started this firm to guide women, military families, and business owners to transform their relationship with money and create lives grounded in security and fulfillment.
With over a decade of experience in financial planning and investment management, I’ve seen how solid financial planning becomes the fuel behind big dreams, giving you the freedom to focus on what truly matters.
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As a fee-only, commission-free fiduciary, I focus on providing honest, expert advice tailored to your unique circumstances. I’m here to be your advocate, guide, and partner in managing the complexities of life—balancing careers, families, businesses, and dreams.
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When we work together, my goal is to demystify investing and financial planning so you feel confident, informed, and ready to take action. Because when you invest with intention, you’re not just building wealth—you’re making an impact in your family, your community, and your world.
WHAT TO EXPECT
Step 1: Let's Meet
Schedule a free introductory call—think of it as a virtual coffee
(or in-person if you’re in
Southern Pines, North Carolina).
We'll chat about your goals and determine if we’re the right fit.
Step 2: Let's Plan
If we decide to work together, I’ll guide you through the client agreement, and we’ll start crafting a financial plan tailored to your goals, with a clear schedule of meetings to build your strategy step by step.
ALIGN FINANCIAL PLANNING PROCESS
Solid financial planning starts with building a strong foundation in the first several months, where we align your financial goals with your unique vision for the future. From there, quarterly check-ins and ongoing support keep your plan adaptable, ensuring your goals evolve alongside your life.
Your First Year With Align:
When appropriate, we also offer professional investment management services to ensure your portfolio aligns with your long-term goals and values.
Investment Management:
Explore how we can support your unique needs on our Services & Pricing page.
Flexible Service Options:
Why work with a fee-only financial planner?
You may be used to financial advisors offering "free" plans or requiring that you already have hundreds of thousands of dollars ready to invest before they'll even start a conversation.
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At Align, we believe in growing wealth, not chasing it.
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We want to educate, empower, and coach you to grow your wealth—not wait until you are already wealthy to leverage the power of working with a professional. We also believe that as much of your hard-earned money as possible should stay in your portfolio, not go to commissions.
With a commitment to 0 product sales or commissions, we put our money behind our mission to offer a strategy you can trust from a fiduciary financial advisor who has your best interest at heart.
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Our fees are intentionally designed to be accessible, with monthly and quarterly payment options to fit your lifestyle.