{"id":461,"date":"2025-11-06T14:39:04","date_gmt":"2025-11-06T14:39:04","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/tpiwealth-staging\/?page_id=461"},"modified":"2025-12-15T21:12:33","modified_gmt":"2025-12-15T21:12:33","slug":"our-process","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/our-process\/","title":{"rendered":"Our Process"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"461\" class=\"elementor elementor-461\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-388745c e-flex e-con-boxed e-con e-parent\" data-id=\"388745c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f9854f4 e-con-full e-flex e-con e-child\" data-id=\"f9854f4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3bc6fea elementor-widget elementor-widget-heading\" data-id=\"3bc6fea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Our Process<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cd2ede6 e-flex e-con-boxed e-con e-parent\" data-id=\"cd2ede6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a950307 e-con-full e-flex e-con e-child\" data-id=\"a950307\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-71aed9f elementor-widget elementor-widget-heading\" data-id=\"71aed9f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A Process Built Around You<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9d5c021 elementor-widget elementor-widget-text-editor\" data-id=\"9d5c021\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our process is built around your story: guiding you step by step, taking actions today that set you up for success tomorrow.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d66b4c7 e-flex e-con-boxed e-con e-parent\" data-id=\"d66b4c7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f68e8dc e-con-full e-flex e-con e-child\" data-id=\"f68e8dc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-01d9451 e-con-full e-flex e-con e-child\" data-id=\"01d9451\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3e58709 elementor-widget elementor-widget-heading\" data-id=\"3e58709\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 1<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-81439fa elementor-widget elementor-widget-text-editor\" data-id=\"81439fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Tell Us Your Story<\/strong><\/p><p>Discover life\u2019s goals and objectives<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b4387f2 e-con-full e-flex e-con e-child\" data-id=\"b4387f2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f9cef57 elementor-widget elementor-widget-image\" data-id=\"f9cef57\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"399\" height=\"267\" src=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step1_web-copy-e1765832712748.webp\" class=\"attachment-large size-large wp-image-467\" alt=\"a compass\" srcset=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step1_web-copy-e1765832712748.webp 399w, https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step1_web-copy-e1765832712748-300x201.webp 300w\" sizes=\"(max-width: 399px) 100vw, 399px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-60c140f e-con-full e-flex e-con e-child\" data-id=\"60c140f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-37c6cf3 e-con-full e-flex e-con e-child\" data-id=\"37c6cf3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3da702d elementor-widget elementor-widget-heading\" data-id=\"3da702d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 2<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4604709 elementor-widget elementor-widget-text-editor\" data-id=\"4604709\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Personalized Financial Plan and Investment Portfolio<\/strong><\/p><p>Customized Wealth Proposal<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6e983c2 e-con-full e-flex e-con e-child\" data-id=\"6e983c2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8eca6d4 elementor-widget elementor-widget-image\" data-id=\"8eca6d4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"400\" height=\"267\" src=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step2_web-copy.webp\" class=\"attachment-large size-large wp-image-466\" alt=\"a hand placing a puzzle piece\" srcset=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step2_web-copy.webp 400w, https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step2_web-copy-300x200.webp 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2792e8d e-con-full e-flex e-con e-child\" data-id=\"2792e8d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-14cac42 e-con-full e-flex e-con e-child\" data-id=\"14cac42\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1fc4ca5 elementor-widget elementor-widget-heading\" data-id=\"1fc4ca5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 3<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccae258 elementor-widget elementor-widget-text-editor\" data-id=\"ccae258\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Follow Your Road Map<\/strong><\/p><p>Implement Wealth <br \/>Strategy<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-19ccc79 e-con-full e-flex e-con e-child\" data-id=\"19ccc79\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-80eb94a elementor-widget elementor-widget-image\" data-id=\"80eb94a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"400\" height=\"267\" src=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step3_web-copy.webp\" class=\"attachment-large size-large wp-image-464\" alt=\"a long road with a bright sun\" srcset=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step3_web-copy.webp 400w, https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step3_web-copy-300x200.webp 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2268c50 e-con-full e-flex e-con e-child\" data-id=\"2268c50\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-e5dae58 e-con-full e-flex e-con e-child\" data-id=\"e5dae58\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f774666 elementor-widget elementor-widget-heading\" data-id=\"f774666\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Step 4<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-799b5cd elementor-widget elementor-widget-text-editor\" data-id=\"799b5cd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Seasonal Touchpoints<\/strong><\/p><p>Monitor and track <br \/>progress<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c35e929 e-con-full e-flex e-con e-child\" data-id=\"c35e929\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70817f9 elementor-widget elementor-widget-image\" data-id=\"70817f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"267\" src=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step4_web-copy.webp\" class=\"attachment-large size-large wp-image-465\" alt=\"a hand shake between two business people\" srcset=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step4_web-copy.webp 400w, https:\/\/advisor.wellington-altus.ca\/tpiwealth\/wp-content\/uploads\/sites\/256\/2025\/11\/Step4_web-copy-300x200.webp 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b541592 e-flex e-con-boxed e-con e-parent\" data-id=\"b541592\" 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Step 1 Tell Us Your Story Discover life\u2019s goals and objectives Step 2 Personalized Financial Plan and Investment Portfolio Customized Wealth Proposal Step 3 Follow Your [&hellip;]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-461","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Our Process - TPI Wealth Management Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/tpiwealth\/our-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Process - TPI Wealth Management Group\" \/>\n<meta property=\"og:description\" content=\"Our Process A Process Built Around You Our process is built around your story: guiding you step by step, taking actions today that set you up for success tomorrow. 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