Welcome to Hyla Financial

No commissions, no conflicts. Just real financial planning built around your life.

As a firm focused on women and their wealth, we bring deep expertise and perspective in guiding clients through life’s most pivotal transitions with clarity and confidence.

Who We Serve

Illustration of a woman with a sad expression, tears, and sweat drops, surrounded by a broken heart and a dashed outline of a person.

navigating the loss of a partner

Minimalist line drawing of a sunrise or sunset over mountains with a winding path in the foreground.
Graph showing exponential growth with an upward curving arrow and a question mark.

beginning again post-divorce

processing a sudden wealth event

An elderly woman with short gray hair sitting on a couch, holding an open book, and smiling at the camera. The background features colorful framed paintings, and there are vibrant throw pillows on the couch.

Our philosophy is simple.

First we listen and seek to understand what is most important to you. Then, we bring our very best planning ideas to the table.

What We Do

  • Whether you have a specific retirement date in mind, a big purchase on the horizon, or want to make sure you can continue the lifestyle you’re currently living, we are here to prioritize what’s most important to you. Because what gets measured, gets done.

  • We start by organizing your expenses, then run an analysis to determine the best path forward. Do we need to increase savings? Adjust spending habits? This analysis becomes our sandbox, allowing space to explore different scenarios and possibilities for the life you’re building.

  • We build a diversified and low-cost portfolio tailored to your current needs, future goals, and appetite for market risk. That means a straightforward and effective investment solution—fit for you.

  • We review your existing estate documents to ensure they match your wishes. If they need to be updated, or you’re starting from scratch, we will have a discovery meeting to discuss all components of your estate plan before calling in a trusted attorney to add their expertise and draft the documents.

  • Nobody likes tax surprises, and no one wants to learn too late that they could have saved more. We are highly trained in income tax planning and conduct a proactive year-end analysis each year to help optimize your tax strategy and avoid unwelcome surprises.

  • No, we don’t sell insurance. But whether related to property and casualty, disability, long-term care, or life insurance, we assess what may need adjustment and connect you with trusted insurance professionals to implement those changes.

Fee Transparency Matters.

We are a fee-only fiduciary firm. Click here to learn how we’re compensated.

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Who We Are

Hyla Financial was founded with the understanding that the planning needs of women are simply different. On average, we outlive our male counterparts as we age. We are often the primary caretakers for family members, both young and old. We move through the workforce differently. Our money stories—and the ways we relate to our finances—are deserving of deeper conversation. At Hyla, we understand the demands, dreams, and complexities that come with managing life and money. Here, you are not a niche to market toward; you are our singular focus.
Claire brings over a decade of experience in financial services as the founder of Hyla Financial. She became a CERTFIED FINANCIAL PLANNER® professional in 2019 and earned her Master’s in Taxation from Golden Gate University in 2023. She loves process and the power it has in all aspects of life; whether it be in financial planning or unlocking new hobbies and meeting a personal goal, you can find a roadmap in everything she does.
Claire lives, works and plays in the Rio Verde foothills of North Scottsdale with her husband, Spenser, and dog, Huckleberry.

Curious what planning can do for you?

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Let’s Connect.