The Core Plan Builder
Design a plan calm enough that you can follow it on a bad day.
A plan written while nothing is happening is worth several times one written while something is. That is the entire logic of this sheet: decide the hard things now, in a dull moment, and reduce the decision you have to make later to "does this match what I already wrote?"
The most valuable box on the page is the one asking what does not trigger selling. Almost everyone can list what would make them sell. Very few have written down what would not — and without that line, everything becomes a reason.
Define the four
The don't-panic rule
Write both columns. The left is the one that saves you money.
| Does NOT trigger selling | Does trigger a review |
|---|---|
Note the asymmetry: the right-hand column triggers a review, not a sale. A review can conclude that nothing should happen, and usually does.
Your process in one paragraph
Start with "My process will be simple and repeatable." Then fold in the schedule, the boundary, the don't-panic rule and the weekly review. If it does not fit in a paragraph, it is too complicated to follow when you are rattled.
Sunday five-minute review
- Followed the schedule.
- Stayed inside the boundaries.
- No panic moves.
- Logged how I felt.
- One improvement for next week.
Educational content, not financial advice. This worksheet structures a decision; it does not make one, and nothing in it is a recommendation to buy anything. We are not a broker, exchange, custodian or adviser, and we never take custody of your assets. We will never ask for a seed phrase or private key. See the full disclaimer.