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How to Stop Lifestyle Creep: Smart Money Habits for Busy Professionals

Time:

1:30 – 3:00 PM

Course Description:

As income grows, so do expenses. Many successful professionals find themselves earning more than ever yet feeling little financial progress. This course explores the concept of lifestyle creep and how subtle spending increases can quietly limit long-term wealth building.


Led by a financial advisor, this session will provide practical, straightforward strategies to help busy professionals align spending with long-term goals, build sustainable saving habits, and create intentional financial systems that support both lifestyle and future security.


This course is designed to offer actionable tools that can be implemented immediately, regardless of career stage or income level.

CE:

Speaker Information

Molly Bekken, CFP®, CIMA, CEPA

Having successfully founded and managed a thriving business, coupled with over a decade of teaching at the collegiate level, Molly brings a wealth of experience to her role. This unique blend of entrepreneurial and academic expertise equips her to effectively serve affluent retirees and business owners. A key component of her approach is wealth education, ensuring clients are well-informed and empowered in their financial decisions.


Molly is deeply committed to understanding the holistic financial lives of her clients. She collaborates with each individual to develop a comprehensive roadmap that encompasses financial planning, retirement strategies, educational aspirations, as well as legacy and philanthropic goals. She firmly believes that complexity does not equate to sophistication; therefore, she ensures that every client comprehends and feels confident about the investment strategies employed, clearly illustrating how each element integrates into their overall financial plan. She is part of a thriving team, recognized by Forbes as Best in State for their dedication and expertise serving clients.


A native of Las Cruces and a business owner in Idaho, Molly is also a dedicated mother of four. She is passionate about reading and prioritizes supporting her local community. Known for her dynamic energy, she often describes herself as feeling like a superwoman in high heels.

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INDC is presented by Spokane District Dental Society
All proceeds stay in Spokane County and support dental-related education and programs in the community. www.spokanedentalsociety.org

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