June 2021: Starting Thoughts

Journal of Financial Planning: June 2021


Allow Me to Reintroduce Myself…

Before I joined the FPA team more than seven years ago, I had a fixed mindset. Equipped with my bachelor’s degree, writing skills, and editing acumen, I thought I knew what I needed to know and could only improve so much.

But after connecting with some of the kindest and most impressive people I’ve ever met here—both FPA members and staff—I started to shift into a growth mindset. I saw our dedicated members with decades of experience attending conferences and continuing to learn right alongside people who were brand new to the profession. And that inspired me. It inspired me to join—and be active in—more membership associations. It inspired me to continue my education. It made me appreciate the hard work that goes into planning magazines, webinars, and conferences. It made me realize that learning and improving oneself is a lifelong adventure.

The beautiful thing about a community like FPA is that it’s a place to continuously grow, to connect with visionaries and industry leaders, and to expand your network. I believe in the work that’s done here, but when the universe presents you with an opportunity to work with visionaries—including Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®—you take it. The universe presented me with such an opportunity recently, and I took it. As this issue hits your inbox, I’ll officially be the director of coaching and adviser content for Carson Group.

In the same vein, we welcome to the team the Journal’s new assistant editor, Bridger Cummings, whom I guarantee you will enjoy working with. With his economics background and editing expertise, he will definitely improve the quality of your number-one member benefit.

The people in this central office, the chapter executives at your local chapters, and the countless FPA volunteers work tirelessly to make this your professional home. I will miss them all, but I know that they’ll continue to do the important work of bringing FPA into a new era.

I look forward to experiencing that new era as an FPA member.    

Ana Trujillo Limón
Former Editor-in-Chief