Make your financial plan work for you with these 8 steps – Business Insider



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  • With so much going on in the world, it can be difficult to feel secure about your finances. But there are many strategies that can help you keep your head — and your money. 
  • In a recent conversation hosted by BI, experts Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, and Kelly Lannan, vice president of Young Investors for Personal Investing, a unit of Fidelity Investments, spoke with Tanza Loudenback, personal finance correspondent, about how to reset a financial plan, rebuild an emergency fund, and more.
  • Featuring video soundbites from the event, this article provides a toolkit for creating and sticking to a financial plan, even during times of uncertainty. 
  • You can watch the entire video from the event here.
  • This article is part of a series focused on millennial financial empowerment called Master your Money.

Financial uncertainty became a symptom of the global pandemic, regardless of anyone’s individual financial circumstances. And, for millennials, many of whom graduated into the Great Recession, the challenges ahead seem even more overwhelming. 

To speak to these topics, BI convened a live digital bootcamp event on Planning for the Future in Uncertain Times, part of our Master your Money series. It featured Kelly Lannan, vice president of Young Investors for Personal Investing, a unit of Fidelity Investments, and Anna N’Jie-Konte, a certified financial planner and host of the “First-Gen Realness” podcast

We’ve taken their insights and created a toolkit on planning for the future in uncertain times. 

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