Claire Thornton, CFP®, MST
Financial Planning for Women & Their Wealth | Fee-Only Fiduciary
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Financial Planning for Women & Their Wealth | Fee-Only Fiduciary
Areas of Focus
- Cash Flow
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
About Claire Thornton, CFP®, MST
Hi, I'm Claire Thornton, founder of Hyla Financial, a fee-only, fiduciary financial planning firm focused on building wealth for women.I bring over a decade of experience in financial services to Hyla Financial. I became a CERTFIED FINANCIAL PLANNER® professional in 2019 and earned my Master’s in Taxation from Golden Gate University in 2023.
I love 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 I do.
I live, work and play in the Rio Verde foothills of North Scottsdale with my husband, Spenser, and dog, Huckleberry.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Taxation (MST)
Primary Location
28150 N Alma School Pkwy, Ste 103-426, Scottsdale, AZ 85262
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Hyla Financial
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.
Who We Serve
As a fee-only, fiduciary financial planning 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.
✔️ Navigating the loss of a partner
✔️ Beginning again post-divorce
✔️ Processing a sudden wealth event
Our Philosophy
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
▪️ Goal Setting
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.
▪️ Cashflow Management
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.
▪️ Investment Management
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.
▪️ Estate Planning
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.
▪️ Income Tax Planning
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.
▪️ Insurance Needs Analysis
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.
Education
Golden Gate University, Master of Science - MS, Taxation | Muhlenberg College, Bachelor's Degree, Finance & English Literature
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Divorce
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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