Rebecca Mennen
Rebecca Mennen
Couples Wealth Coach - She / Her
2
Location
Detroit, Michigan, United States
Bio

I entered the financial services industry right after college. I was determined to learn all I could about being responsible with my money and figuring out how to build wealth for myself.

I spent 22 years as a Financial Advisor advising others on how to best manage their cash flow, protect their money, and invest for their future. Over time, I became more aware of a need that was being unmet – People needed help getting clear on what they desired out of life and how to cultivate the mindset, behaviors, and habits needed to produce, sustain, and grow wealth. This motivated me to make the bold decision to transition from managing other people’s investments to focusing on Wealth Coaching.

I have an education in business and experiential wisdom in entrepreneurship. I owned a yoga studio for 5 years and a financial planning and investment management firm for 11 years. I bootstrapped both businesses and successfully negotiated the merger and acquisition of the latter. I am used to an income that fluctuates based on my ability to maintain and grow sales revenue.

I left the regulatory world of offering investment and insurance products in 2022 and obtained my Certified Practitioner in the Trauma of Money Method and Dave Ramsey’s Master Financial Coaching Training. My focus now is on helping others find financial peace of mind.

I tend to work with people who want to create a prosperous life that is outside of the status quo. They desire a lifestyle that reflects what is important to them and are ready to live more authentically.

Companies
Categories
Market research Digital marketing Event planning Marketing strategy

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Recent projects

Money Karma, LLC
Money Karma, LLC
Detroit, Michigan, United States

Market Research

Our company helps couples find financial peace of mind through wealth coaching. We want to better understand our target market and overall market, so we can uniquely position ourselves within our industry. We want to collaborate with students to conduct market research. This will involve several different steps for the students, including: Familiarizing themselves with our company’s values and services. Researching our target market and market potential. Researching the industry and competitive landscape. Recommending strategies to improve our positioning, brand, and services. Bonus steps in the process would also include: Recommending strategies to differentiate ourselves from our competition.

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Category Market research + 1
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Money Karma, LLC
Money Karma, LLC
Detroit, Michigan, United States

Marketing Plan

Our company markets to couples looking for financial peace of mind. We hope to revamp our marketing strategy to attract more clients. We want students to help us build a marketing plan to grow and engage our target market. This will involve several different steps for the students, including: Familiarizing themselves with our current marketing goals and strategies. Researching how customers perceive our brand and marketing. Recommending new channels we should use for promotion. Identifying an appropriate budget for advertising. Recommending updates to our messaging that can better explain our value proposition.

Matches 1
Category Market research + 2
Closed

Education

Bachelor of Business Administration, General Management
Western Michigan University
September 1992 - May 1997