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How She Did It: Karen Coyne


Karen Coyne image

If you can't see it, you can't be it! EvolveMe's How She Did It series features inspirational women who've reinvented their careers in midlife. Learn how they did it and take away usable tips from their professional journeys.


We're thrilled to introduce Karen Coyne, Financial Advisor and President of Clarity Planning. She's also the host of the Money Without Math podcast.


Karen offers a brilliant example of a nonlinear career, starting as an art history major teaching English abroad and then taking a leadership role at a nonprofit. It was an experience in her personal life that highlighted the value of financial preparedness and having an open conversation about money.


Read on to learn how she did it!


What's your personal mantra?

I have two! Be a light for others and leave it better than you found it.


What inspired you to launch your career as a financial planner? I saw my mom struggle after my dad died unexpectedly. It taught me the importance of financial preparedness. And I'm the product of "if you can't see it, you can't be it!" I'd seen other women succeed in the financial planning space and gained inspiration from them.


What's unique about pivoting careers in midlife? You have heightened confidence and awareness and a decreased tolerance for BS.

What’s one intention you have for your work this year? I want to lean into my strengths. Now I just need to know what my strengths are LOL!


What are you most passionate about right now? Supporting women in my field.


What does a typical day look like for you? I start my day by making coffee before heading to the office for calls and meetings. At noon, I might have a lunch meeting at one of my favorite spots. After work, I Uber my kids to their activities. I'm an avid tennis player and usually have a clinic or match. Sleep and movement are big priorities for me.


What’s one thing that's advanced your career in the last year? I've had the opportunity to speak at several Raymond James conferences and events.


Who’s your “tribe” when it comes to professional inspiration or support? I look for inspiration everywhere! I'm fortunate to have lots of support from friends, and colleagues.


Favorite book, app, or podcast? I don't want to live in a world without Spotify.


You’re granted an extra hour in the day. How do you spend it? Walking outside.


The advice I wish I had given to my 20-year-old self is…

Break up with perfectionism.


The advice that I want to give to my 75-year-old self is... Yes, you can wear that leather wrap dress.


Your theme song that plays every time you walk in a room should be? Upside Down by Diana Ross.


Best career advice for other women in midlife? You are an asset. Own it!


When did you feel you got “you” back? After my marriage separation in 2018. I was 45 at the time.

What’s up next? Finish my book, see it in the airport bookstore, and do more speaking engagements.

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