The Financial Opportunity Profile Room is where we help you figure out how much risk you're willing to take and what aspects of your personality ought to influence Your Financial House. We'll also delve further into your values.

This room is important because it helps us know what kinds of investments will be the right building materials for Your Financial House. If we see you'll need an 8 percent return to build the house you want, we'll find investments that are likely to perform at that rate. But if the risk seems too great, we'll help you rethink your investments or the kind of house you will build.

On the other hand, we might see that you can tolerate risk, but don't need to go out on a limb to build the kind of financial house you've described. Why take risks if you don't have to?

You might notice that the Financial Opportunity Profile Room is right above the Room of Dreams. That's by design. Each of the upstairs rooms directly relates to the room below it, so you can see how each room affects the other.