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Starting the financial planning process can be intimidating. Leslie Roper Day & Associates strives to create a warm environment and offer personal care so you feel comfortable.
Learn MoreClient-Centered
Working closely with our clients, our firm’s financial planning process addresses your entire financial picture, including your unique needs and both short and long-term goals.
Learn MoreComprehensive
Leslie Roper Day & Associates provides comprehensive financial planning services, creating strategies that can grow with you through the many milestones of life.
Learn MoreFinancial Planning with a Personal Touch
Leslie Roper Day & Associates is an independent financial planning firm. Our clients are just like you -- individuals, families, and businesses. Our firm was founded with the belief that everyone needs a financial plan, but for many, getting started can seem overwhelming and intimidating.
We are committed to building trusted relationships and providing transparency and education in all financial planning decisions, and to helping you feel comfortable. We engage each client on a personal level, with an approach to the financial planning process that weaves together the key areas of your financial health in order to help you pursue your objectives and manage risk. We help you plan for the long-term by connecting today’s realities with tomorrow’s goals.
Based in Folsom, California, we work with clients in the local Sacramento area, as well as throughout California and across the nation.
Helpful Content
The Psychology of Money: Why People Make Emotional Decisions
Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.