2024 Impact Report

At RDI Financial Wellness, 2024 was a year of transformation, service, and renewed commitment to financial empowerment across Montana. With deep roots going back to 1968, our mission remains focused on helping individuals and families build financial resilience through personalized support, education, and access to opportunity.

This year, we served over 4,000 clients—93% of whom were Montana residents—through one-on-one counseling, financial workshops, and tax preparation.

Our RDI Tax Help program alone returned over $4.4 million to local communities, helping families access critical credits like the EITC and save over $700,000 in tax preparation fees.

Our housing program helped dozens of families avoid foreclosure, while our financial coaching led to numerous credit score increases and empowered participants to reduce over personal debt. We expanded support to veterans, seniors, and individuals with disabilities, managing $3.4 million in pooled trust assets and issuing thousands in assistive technology loans.

From new AmeriCorps partnerships to community education workshops, 2024 proved that collaboration and compassion are at the heart of sustainable change. We’re proud of what we’ve accomplished—and we’re just getting started.

👉 Read the full report here: 2024 RDI Impact Report