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Profile
Country of residence
1/25
This list of countries includes those belonging to the Hispanosphere (excluding Cuba and Equatorial Guinea), and countries that are demographically relevant or have a higher density or absolute number of Spanish speakers outside the official Hispanic bloc.
Gender
2/25
Age
3/25
Number of household members
4/25
Includes all members, whether they contribute to the household income or not (dependents).
Housing situation
5/25
Employment status
6/25
Annual household income
7/25
The combined gross income (before taxes) of all individuals living in the same home, regardless of the relationship between the occupants. This includes wages, salaries, pensions, and government benefits. Numbers in USD.
Liquidity
How much money do you save a month?
8/25
We understand "savings" as the act of setting aside a portion of current income that is not spent immediately, saving it to cover future needs, emergencies, short- or long-term goals, or to make investments. Figures in USD.
How many months of expenses can you cover with your emergency fund?
9/25
Spending time is defined as the result of the sum of all essential expenses for one (1) full month. For example, if the sum of all your essential monthly expenses is $1,000 and you have $3,500 in liquid savings, then you have a safety fund of 3.5 months.
How much money do you have in liquid savings? (including your safety fund)
10/25
Liquid savings are those that you can easily and quickly convert into another asset without a significant loss of value or time. This can include cash in savings accounts, easily accessible investment accounts (excluding retirement accounts), certificates of deposit, and others. Numbers in USD.
What products do you use to deposit your savings?
11/25
Select all that apply.
Investments
How much money do you invest per month?
13/25
The amount of money specifically directed toward investment. Figures in USD.
How much money do you invest per month specifically for your retirement?
14/25
The monthly amount allocated for withdrawing money specifically intended for investment. This is the money you invest with the intention of funding your future life when you stop actively producing. Figures in USD.
What assets do you invest in?
12/25
Select all that apply.
Which vehicle do you use to invest for your retirement?
15/25
Select all that apply.
How much money do you currently have invested for your retirement?
16/25
The total amount invested today with the intention of using it in the future, when you stop actively working. Figures in USD.
What is the total value of your investments?
17/25
The total amount of all your short, medium, and long-term investments. Excludes liquid savings. Figures in USD.
What is your net worth?
18/25
Net worth is the difference between all your assets (everything you own) minus all your liabilities (everything you owe). Basically, it is the real value left over after paying everything owed. Numbers in USD.
Solvency
What type of consumer debt do you have?
19/25
Consumer debt is a type of loan used to acquire goods and services for individual use that do not generate income, lose value over time, and usually carry an additional financing cost such as interest payments. This does not include mortgages. Select all that apply.
What is the total balance across all of your consumer debts?
20/25
Amounts in USD.
How much do you pay monthly in consumer debt?
21/25
The final result of the sum of all your monthly payments to credit cards, personal loans, etc. Figures in USD.
Do you feel like you have control over getting out of your consumer debt in the next 12 months?
22/25
Looking ahead
What is your main financial goal for the next 6 to 12 months?
23/25
You can only choose one goal.
What is preventing you the most from achieving that goal today?
24/25
Do you feel like you have control over achieving your goal in the next 6 to 12 months?
25/25
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