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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 financial planning process addresses your entire financial picture, including your unique needs and both short and long-term goals.
Learn MoreComprehensive
The advisors at Leslie Roper Day & Associates provide 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 practice. Our clients are just like you -- individuals, families, and businesses. Our company 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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.