Life Stages

Military

We are proud of our military members and their families. Military financial planning has it’s own unique elements. Here are resources specific aimed at active and retired military members and their families.

Employed

Make the most of your paycheck by actively planning your budget and finances now to build a better future.

Small Business

Small business drives our local economies. These businesses have unique financial needs. Here are resources in Montana that help small businesses thrive.

Native Communities

We are proud of the nine tribal communities in Montana. Each Native Community is distinct with opportunities and resources. Click here to learn more of what is available in yours.

Couples

Whether you are just starting out or evaluating your management plan, couples have specific financial needs. Find information on steps to take before, during, or after marriage.

Retirees

As you plan for or embark on retirement your financial needs change. Here are resources to help you plan and adjust accordingly.

In Crisis

Financial crisis can strike anyone. There are community resources to help get you through. There are also pre-planning steps you can take to be prepared.

College Students

For many college students this is the first time in your life you have actively managed household finances. Apartments, dorms, or frat houses all have specific financial needs in preparation for, during your college days, and after graduation.

Local Communities

Every community in Montana has distinct resources and opportunities. Click here to see what is available in your community.