Be prepared to round up documents, including recent pay stubs, retirement plan account statements, investment accounts, and cash balances. Download Timothy Wyman's "Center For Financial Planning Sample Annual Review", and check out more about his journey restructuring to an ensemble practice.A comprehensive calendar of all the financial advisor conferences across the US each year, from broker-dealer to RIA conferences. Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.