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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.
How Align Helps You Take Control
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Comprehensive Financial Planning – A full roadmap covering budgeting, investing, debt management, and long-term security
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Investment Education & Management – Learn how to grow and protect your wealth with confidence
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Business & Personal Financial Planning – Strategic planning to balance entrepreneurship and personal finances
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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.