Fee-Only, Fiduciary Advisors Specializing in Active Duty, Reserves, and Veterans
Katy Stevick
Hi! I’m Katy, founder of Align Financial Planning. I work with military families to navigate the financial side of service life with clarity and confidence.
I’m a military spouse and financial advisor with over a decade of experience supporting service members and their families. Whether you’re managing a PCS, planning for retirement, or learning to invest with intention, I’m here to help you create a plan that fits your life and your values.
My approach is collaborative, practical, and relationship-driven. I especially love working with women and caregivers who want to use financial planning and investing as tools to create more stability, freedom, and impact.
In addition to running Align, I own The MacPherson House, a historic Bed & Breakfast in downtown Fayetteville and my favorite “deployment project” to date. I also co-founded Military Families Forward, a nonprofit initiative focused on community and advocacy for military families.
If you’re looking for a financial partner who understands military life from the inside out, I’d love to work together.