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Meet Align:
Financial Planning for a Life Well Lived

Helping You Build Wealth, Security, and Freedom

At Align, we believe money is a tool—not just for saving or investing, but for creating the life you want. When your finances are aligned with your goals, you gain confidence, control, and the freedom to focus on what truly matters.

 

Founded by Katy Stevick, Align provides full-spectrum financial planning—from budgeting to investing, building a safety net to planning for life’s big moments. Whether you’re a high-achieving woman ready to take control of your financial future or a military family navigating complex financial transitions, we help you make empowered choices for yourself, your family, and your future.

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How Align Helps You Take Control

  • Comprehensive Financial Planning – A full roadmap covering budgeting, investing, debt management, and long-term security

  • Investment Education & Management – Learn how to grow and protect your wealth with confidence

  • Business & Personal Financial Planning – Strategic planning to balance entrepreneurship and personal finances

  • Project-Based Planning – Customized strategies for specific financial goals or challenges

 

When you understand your money, you free up mental space—allowing you to take action, pursue your passions, and create a future that aligns with your dreams.

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©2025 Align. 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.  

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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. 

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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. 

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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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