Build Your No Regrets Plan on 1 Page

Build Your Plan on 1 Page

By Dave Smith, The Ultimate Retirement Coach
www.LeapRetirement.com

One Idea: Simplify Your Life Into What Truly Matters

No one wants to look back and say, “I wish I had…” Yet, too often, we get caught up in the noise of daily life and lose sight of what really matters. The secret to living with purpose, direction, and joy isn’t more complexity—it’s clarity.

That’s why I created The No Regrets Plan — a simple, one-page framework that brings your values, goals, and actions into alignment. Whether you’re 20 or 80, this plan helps you define what matters most and gives you a clear path to live it out—starting today.

This isn’t about perfection. It’s about living intentionally, staying grounded, and having a guide you can revisit as life evolves.

One Question: What Would It Take for You to Live with No Regrets?

Take a quiet moment and reflect on this question:

If your life ended tomorrow, what would you wish you had done differently—today?

The answer to that question is the foundation of your No Regrets Plan.

It’s not about chasing someone else’s version of success. It’s about creating a plan that reflects your unique values, your priorities, and your definition of fulfillment.

One Exercise: Create Your One-Page No Regrets Plan

To begin, download and complete the fillable worksheet linked below. It’s your guide to building your personalized one-page plan:

👉 Download the No Regrets Plan Worksheet (fillable PDF)

Inside, you’ll explore key areas of your life:

  • Your “Why” – What drives your purpose and direction?
  • What Matters Most – Define the values that guide your choices.
  • Your Tribe – Who supports, inspires, and challenges you to grow?
  • Health Priorities – How will you care for your body, mind, and spirit?
  • Passions & Pursuits – What activities bring you joy and meaning?
  • Wealth Concerns & Opportunities – How can your resources support your goals?

After completing the worksheet, visit www.LeapRetirement.com to explore the 4 Plan Building Modules that go deeper into each area.

If appropriate, download the additional supporting worksheets to help you clarify your thoughts and decisions before finalizing your one-page summary.

Once complete, summarize your plan in the 1-page document—your personal No Regrets Plan.

Live with Purpose, Update with Growth

Life changes—and so should your plan. Revisit your No Regrets Plan regularly to adjust for new goals, lessons, and opportunities. Each time you update it, you’ll find renewed focus and confidence to live aligned with what truly matters.

This process keeps you grounded through every season of life—from early adulthood to retirement and beyond.

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