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.
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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Retirement Seen Through Your Eyes
What's your vision of retirement?
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.