Women & Wealth Survey

Women deserve advice built around real lives. 

Women do invisible ‘money work’ every day – managing finances, making investments, planning for the future. 

What we don’t know? The time it takes, the stress it creates, and what women wish were different.
Help shape it.

Your responses are completely anonymous.

Take the 5-min Survey →

Complete the survey for a chance to win a complimentary financial plan, estate plan, Louis Vuitton handbag, Dyson AirWrap, Dr. Dennis Gross LED Facemask, or Bose Quiet Comfort Ultra Headphones!

Women & Wealth Survey

We want to help women manage their financial lives better

We know based on experience that women are missing out on an opportunity to improve their financial future. There is an opportunity to rewrite the money work playbook – with real data on how women actually manage, delegate, and coordinate their finances.

Your responses are anonymous. In return, you’ll: 

  • Get early access to findings from thousands of women like you
  • See how your experience compares to others.
  • Be one of the first to discover new ways to lighten this hidden load.

Tangible Impact: For every 1,000 survey completes, we’ll donate $1,000 to Girls Who Invest.

In addition, participants who provide their email address at the end of the survey will have the opportunity to enter a sweepstakes for a chance to win one of the following prizes: a complimentary financial plan, a complimentary estate plan, a Louis Vuitton handbag, Dyson AirWrap, Dr. Dennis Gross LED Facemask, or Bose Quiet Comfort Ultra Headphones!*

Frequently Asked Questions

Why should I take the survey?
Because the way women manage money deserves to be seen – and understood.

Most financial research still overlooks how women actually manage their money – the competing demands, time pressures, and emotional load that come with coordinating every part of their financial lives. By taking this short survey, you’ll help close that gap and create a clearer picture of what women really need in their financial lives and help reshape the way financial advice is built for them.
 
You’ll also be among the first to see the collective results: real insights from thousands of women, and how your own experience compares. Every response moves us one step closer to practical tools and conversations that help lighten the financial load women carry every day.
How can I get early access to the results?
Early access to the insights will be made available to participants of the survey. If you’d like early access, you can optionally leave an email at the end—it’s kept separate from your responses.
Who is conducting the survey?
Her Worth Insights is an initiative by Beacon Pointe, one of the nation’s largest independent wealth advisory firms, dedicated to helping women make confident, informed financial decisions.
Why are we conducting this survey?
More and more women are managing financial assets. We hope to learn more about the hidden work women do managing their financial lives. This will help the wealth management industry to better understand and provide relevant services to women.
Is this anonymous?
Yes, the survey is completely anonymous: We do not ask for your name, email, phone, employer, account numbers, or any other directly identifying information. Please avoid including identifying details in open-ended answers. If you’d like to see the aggregated results of the survey later, you can optionally leave an email at the end—it’s kept separate from your responses if you’d like to see the results.

Aggregate reporting only: Results are analyzed and shared in aggregate. No individual responses will be published or shared.

Additional Questions?

Contact us at [email protected]

*Eligibility for the prize drawing is limited to participants who choose to provide an email address at the end of the survey. Full sweepstakes details and disclosures are provided within the survey.