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PEGGY DOVIAK, AGAIN
Normanite Peggy Doviak, owner of DM Wealth Management, has author of two books on personal finance – “52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Advisor Might Not Tell You” and, her newest, “52 Weeks to Well-Being: What a Woman Needs to Know to Become Queen of Her Finances.”
Doviak discovered her passion for wealth management the hard way when her mother was given poor investment advice by her financial advisor that led to her losing a large sum of money. After conducting her own financial research, Doviak learned what the advisor did wrong, and she became fascinated by the subject. She wanted to help others so they would not have the same negative experience.
In 2003, Doviak made the leap from corporate trainer to opening her own company, DM Wealth Management, located on Main Street in Norman. Writing a book to help others with their finances was a natural outcome of her research.
“I am a teacher and I have always been a teacher,” Doviak said. “I am also a writer so in a way I teach through my writing. I am able to teach people about financial topics that (people might be) fearful of.”
Doviak is also a syndicated radio host and the host of the Ask Peggy Show podcast.
In her latest book, released in May of this year, aimed at empowering women, Doviak uses clear examples of real-life situations that can cause financial stress and explains how to manage them, whether it be starting a business, caring for aging parents or even surviving widowhood or divorce.
“It all goes back to helping people understand money without being condescending, without making people fearful,” Doviak said. “The goal is to help women not be afraid of their money.”
If you’re looking for a financial advisor, Doviak suggests finding someone who is a CERTIFIED FINANCIAL PLANNER™ professional. She also points out that you do not have to be wealthy to benefit from working with a financial planner.
“A good financial planner contextualizes your money into your life,” Doviak explained. “Understanding how it all fits into your life will make you more likely to stay on track.”
Beyond the final numbers, Doviak stresses the importance of good habits. She looks for spending patterns and talks to clients about the reasons behind those patterns and ways to make healthier financial decisions in the future.
Both of Doviak’s books can be purchased at your local bookstore and on Amazon or checked out in physical or digital format from your local library.
Doviak can also be found online at peggydoviak.com and on Facebook, Twitter, Instagram and TikTok.– BSM