Write a financial planning checklist in a {{tone}} tone for {{target_audience}} in the {{industry}} industry, with {{primary_goal}} as the primary goal. Format as an actionable checklist with checkboxes and explanations under section headings. Cover: Financial Health Assessment, Industry-Specific Considerations, Goal Prioritization Framework, Investment Plan, Tax Planning Integration, Annual Review Agenda. Adhere to CFP Board standards and fiduciary best practices. Use plain language. Max 1500 words. Paste any relevant background information after these instructions before running.