Your Life.
Your Money. Aligned.
A Personalized Financial Planning Experience with Katy Stevick
At Align Financial Planning, we believe that 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.
Katy’s 5-Step Planning Process:
Clarity, Confidence & Control
Katy’s approach is rooted in collaboration, education, and intentionality. Here’s what you can expect:
1. Discover What Matters Most
We begin by identifying and refining your most important values and goals. This deep dive ensures that your financial plan is tailored to what truly matters to you.
2. Organize Your Financial Life
Using the Align Cash Flow System, we bring together all aspects of your finances—income, expenses, assets, and debts—into a cohesive picture. This clarity allows for intentional spending, saving, and investing.
3. Align Your Financial Picture with Your Goals
We categorize your goals into short-, mid-, and long-term objectives, ensuring that your financial plan supports both your present lifestyle and future aspirations.
4. Implement Tailored Strategies
With a multitude of financial tools available, we select and explain the ones that best align with your goals, providing clear, jargon-free guidance every step of the way.
5. Ongoing Coaching and Support
Life changes, and so should your financial plan. Through regular check-ins and updates, we ensure your plan evolves with you, keeping you aligned with your goals.
Aligned Clients Have One Thing in Common: They’re Ready to Take Control
Align Financial Planning is ideal for:
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Professional Women seeking to build a financial foundation that aligns with their ambitions.
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Military Families aiming to maximize resources and create stability amid change.
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Business Owners working to align personal and business finances while growing their legacy.
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Busy Parents ready to take control of their finances and plan for a secure future.
If you're disciplined, motivated by reaching your goals, and ready to be empowered by what your money can do, Align is here to guide you.
Before We Begin—A Few Things to Consider
Our strategies and plans may not be the right fit if:
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You have significant debt or are seeking debt consolidation services.
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Your primary goal is to raise your credit score.
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You're looking for quick financial fixes or "fast money."
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You're not open to examining all aspects of your financial life.
Ready to Align Your Finances
with Your Life?
Take the first step toward financial clarity and confidence. Schedule a free introductory call with Katy today and discover how Align Financial Planning can help you create a life where your money works for you.