Hi, I'm Katy
My life was shaped by major market events that were out of my control. I’ve learned the one thing you can control is your own financial plan.
I have repeatedly seen friends and family delay starting their plan because of uncertainty. What should I be doing? How do I start? Who do I talk to?
They were looking for competent, yet empathetic, advice. They needed someone to break down complex concepts into understandable language. They needed to feel empowered to make great financial decisions. They needed a true and trusted advisor.
Now I am one.
Over the last 10 years, I’ve combined my skills of listening, strategizing and geeking out over tedious details with my education and experience to create comprehensive, goal based plans that integrate financial wellness with day-to-day life.
Katy Stevick, CEO of Align Financial Planning, LLC
I believe in the power of an aligned financial plan (especially for military families) not only because I have seen its benefits for my clients but because I have lived it for myself.
From the beginning of our careers, my husband and I started saving and investing towards our own goals - one of which was buying and restoring an old home. So when an opportunity came along in 2020, we were able to step into our own dreams, purchase a historic home, and convert it into a Bed & Breakfast, The MacPherson House.
Understanding the unique languages of finances, business ownership, and military life, I am able to speak to many who feel misunderstood by other financial planners.
Learning these skills has helped empower my own family to live a life unburdened by financial stress. My joy is to do it for you, too.
Katy Stevick and her family at their business,
The MacPherson House Bed & Breakfast
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.
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.
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.