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Hi, I'm Katy!
I'm a seasoned financial planner and owner of a charming historic Bed and Breakfast nestled in the heart of North Carolina, The MacPherson House.
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With over a decade of experience in financial planning and investment management, I bring a wealth of knowledge and expertise to help you navigate the intricate world of finance. But don’t expect a stuffy, jargon-filled experience here. My approach to financial planning is all about making it engaging, straightforward, and yes, even a little fun.
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I believe that financial wellness is the cornerstone of a fulfilling life. It transcends mere numbers on a balance sheet; it’s about aligning your financial choices with your core values, dreams, and aspirations. This enables you to not only secure your own future but also create a meaningful legacy for generations to come. It is an honor to be your guide on this transformative journey and a privilege to help you craft a life you genuinely adore.
Katy Stevick, Founder & CEO of
Align Financial Planning, LLC
Katy Stevick and her family at their business,
The MacPherson House Bed & Breakfast
My financial planning journey began in 2013, shortly after I moved to Fayetteville, North Carolina, with my military husband. With a degree from Baylor University in International Studies and Russian, I was eager to make a meaningful impact in the world. Opportunities in my field were limited, so I took a chance on a financial advisor role, thinking it would teach me how to invest for my family’s future.
What I didn’t expect was how transformative that experience would be. Working with military families, I saw firsthand how powerful financial planning could be in helping people turn their dreams into reality. That experience sparked my passion for helping others achieve their goals and inspired the founding of Align Financial Planning—a firm rooted in values-driven guidance.
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Over the years, I’ve continued to practice what I teach. Investing early and often allowed my family to restore a historic home, open The MacPherson House Bed & Breakfast, and contribute to revitalizing our community. I’m here to help you achieve your vision of success, too.
I'm in this with you
As a mother of small children, working to intentionally create my family's lasting financial freedom, I'm on the same path as you, not preaching from the cusp of retirement.
WHY ALIGN
Stay One Step Ahead
10 years of experience working with clients just like you helps me see patterns and financial milestones you might encounter and help you plan to stay a step ahead of the game.
Financial Knowledge
I stay immersed in the world of finance so you don't have to. The financial landscape is always changing and relying on an experienced professional to guide you can save you time and money.