Welcome To Helena, Sophia!
June 10, 2021
From the island of Martha’s Vineyard in Massachusetts, Sophia moved across the country to Helena, MT when given the opportunity to serve as an AmeriCorps member with YWCA Helena.
As the Social and Racial Justice VISTA, she uses her background in community organizing and historical study to bolster YWCA’s mission of “eliminating racism, empowering women” through building strong community bonds and expanding anti-racism resources.
Sophia earned her Bachelor’s degree in History at the University of Massachusetts Amherst, where she discovered her love for the mountains, yoga, and old bookstores.
Financial tools for independence
2025 Impact Report In 2025, RDI Financial Wellness continued to walk alongside individuals and families across Montana as they worked toward greater financial stability, opportunity, and peace of mind. Thanks to the support of 65 dedicated volunteers, we served 3,321 people statewide, with 93% identifying as low to moderate income. Our focus remains clear, ensuring our services reach those who need them most and create meaningful, lasting impact. This year, we provided 263 financial and housing counseling sessions, helping individuals and families navigate challenges, build confidence, and make informed financial decisions. Through housing counseling and education, we worked to prevent foreclosure, support renters, and guide future homeowners on their path forward. Our Montana Families Trust continued to provide long term security for individuals living with disabilities, managing 91 active trusts and approximately $4 million in pooled assets. At the same time, our Assistive Technology Loan program expanded access to essential tools and equipment that improve independence and quality of life. One of the most visible impacts of our work continues through our Tax Help program. In 2025, we helped 2,765 taxpayers file their returns for free, returning $2.64 million to Montanans and saving them $801,850 in preparation fees. These are dollars that stay in our communities, supporting families, local businesses, and economic stability. Beyond the numbers, this work is about people. It is about a parent gaining confidence in their finances, a senior staying in their home, or a family accessing resources that create new opportunities. We are deeply grateful to our volunteers, partners, and community members who make this work possible. Together, we are building stronger financial futures across Montana. Read the full report here: 2025 Impact Report
Register for a homebuyer Class
File your taxes for free with RDI
RDI is Hiring A Tax Help Program Manager
A Year of Impact at RDI Financial Wellness
RDI Tax Help is available until April 15
Free Personalized Financial Counseling
Women Leading the Way through Financial Literacy
