Financial EmpowerMent

A relationship-based approach to financial counseling, coaching and asset building activities that helps people achieve their self-set goals. We meet with people one-on-one and host monthly workshops.

Housing Success

RDI's certified housing counselors can help with many kinds of housing issues. This includes maintaining a rental, purchasing a home, or preventing a foreclosure. We’ll walk with you every step of the way.

MT Families Trust

RDI Financial Wellness is the organizational Trustee of the Montana Families Trust. In collaboration with DA Davidson, we administer these first and third party trust accounts for beneficiaries living with a disability.

Free Tax Help

RDI Tax Help is a coalition of community partners, working together to provide no-cost tax preparation and access to other financial services. RDI volunteer tax preparers are trained and IRS-certified.

MT Assistive Technology Loans

The Montana Assistive Technology Loan (MATL) program finances low-interest (APR) loans to people living with a disability who are in need of assistive technology.