Halfway Through 2024

Written By Justin McCurdy, CFP

We’re halfway there!

Halfway to 2025 that is – making it a nice time to reflect on the first half of 2024. When we look back, we can’t help but be encouraged and excited by clients making progress. Here are just some of the successes and wins so far this year:

1. A young couple navigating a first home purchase and feeling financially comfortable and confident with their eventual purchase.

2. A pro-bono client reaching out after a year to talk about what’s next as she took her initial to-do list seriously and had made great progress.

3. A mother feeling the relief that she can help with her son’s student loans over time and doesn’t have to make a big commitment today.


4. A mid-career professional feeling ready to take the leap of faith to leave the corporate environment and take on a role in the family business.

What progress have you made in 2024? What progress do you want to make in the second half of the year?

Justin McCurdy, CFP

Hello, I’m Justin and I am excited to be part of the Bridge Financial Planning team!

While studying at the University of Notre Dame I developed a passion for solving complex challenges. Upon graduating, I started my career in financial planning and quickly became enthusiastic about the detailed analytical skills involved, paired with the personal connections developed while serving clients. I became a CFP® professional to increase my knowledge, enabling me to better serve our clients.

I view each person’s financial life as a unique challenge on which I am privileged to advise on potential solutions.  I provide unbiased financial advice that gives clarity and confidence to each client as they progress towards their unique goals. I look forward to meeting with you and partnering with you on your financial plans.

On a personal note, my wife Heather and I live in Northwest Indiana (about an hour from Chicago). Heather and I are blessed to be parents of young triplets – 2 sons and 1 daughter. When not spending time with my family, I enjoy spending time in the kitchen – baking, cooking, and making ice cream. In my local community, I volunteer with Meals on Wheels.

*Justin is accepting new clients. Schedule an Initial Consultation, Client Review or Check-In Call with Justin now.
https://go.oncehub.com/BridgeFinancialPlanning-JMcCurdy
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