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Caring

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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Client-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.

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Comprehensive

Leslie Roper Day & Associates provides comprehensive financial planning services, creating strategies that can grow with you through the many milestones of life.

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Financial 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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

Financial Fixes: How to Get Out of the Minimum Payment Vorte

Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?

Why It Pays to Eat Healthy

For many Americans, eating “healthy” has become a priority, whether for weight loss, disease control or prevention, or just doing right by your body.

Stocks Bombed by Bonds

Bonds are impacting the market, perhaps more than anyone thought possible.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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