Legacy Wealth Path operates under a hybrid education-consulting business model, combining structured e-learning with personalized financial mentoring and community support. Our goal is to empower individuals to take control of their financial future while building a scalable, impact-driven company that evolves with our clients’ needs.
At the core of our model are three revenue streams:
Online Courses Our primary offering consists of high-quality, modular online courses accessible on-demand. Each course is structured to guide learners through financial concepts step by step — starting with foundational education and progressing into advanced strategies. This allows us to scale impact globally while maintaining consistent quality through pre-recorded materials, expert interviews, and real-life case studies.
Premium Mentorship & Coaching For those seeking deeper engagement, we offer one-on-one financial mentorship, group coaching sessions, and live Q&A webinars. These services not only provide additional value to our students but also generate high-margin revenue while building loyalty and trust.
Subscription-Based Community Access We foster a strong community through a subscription model that offers exclusive resources such as market updates, tools, monthly workshops, and peer support. This recurring revenue model provides financial predictability and long-term customer engagement.
We operate with a B2C (Business-to-Consumer) focus, targeting individual learners, but we’re expanding into B2B partnerships with schools, non-profits, and HR departments seeking financial literacy training for their communities or teams.
Our customer lifecycle is carefully designed to ensure long-term retention and value delivery. Starting from free lead magnets and webinars, users are funneled into paid courses, followed by optional upgrades into mentorship and community subscriptions. We also incentivize referrals through an affiliate program, reinforcing organic growth.
By maintaining a lean operational structure and focusing heavily on digital delivery, Legacy Wealth Path ensures high scalability, strong margins, and consistent customer value — all while remaining aligned with our core mission: to transform lives through financial literacy.