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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.
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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.
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Read this overview to learn how financial advisors are compensated.
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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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An Arm and a Leg
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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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.