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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.
Helpful Content
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.