Client & Graduate Exclusives
Real people. Real success. These stories show the heart behind the numbers — and the hope ahead.
We can’t address our work around financial wellness without touching on the inspiring stories of our clients and graduates.
These people, once stuck in crippling debt, stood up, did something about it, and are now models of holistic financial health. Many of them speak to how they learned to budget, save, and use credit wisely.
Now, their lives are incredibly bright and serve as an example of where you could be in the very near future.
Explore our content library of Client & Graduate Exclusives to learn what it’s like working with Beyond Finance and beyond …
Graduate Exclusive! Mark & Celeste H. Pay Off Their Mortgage, Buy a New Car, and Live with Joy and Purpose
Learn how this determined couple worked their way out of debt and why Mark says Beyond Finance “gave him his life back.”
Employee Client Exclusive: Rebecca C.’s Full-Circle Journey With Beyond
The universe spared no expense throwing financial challenges her way and she had to lean on help from her credit cards to get by. But just as fate had overwhelmed her with challenges, it also delivered an unexpected path forward — first in the form of a job at Beyond…
Graduate Exclusive! Rebecca M. Supports Her Family, Finances New Appliances, and Finds Relief From Financial Stress
Rebecca found herself in over $30,000 of debt after helping her daughter with living expenses. But now, she’s breathing easier and enjoying her retirement.
Graduate Exclusive! Matt S. Rebuilds Savings, Travels to Europe, and Invests in Self-Care
Discover how Matt overcame almost $30,000 of debt and now has more time to focus on the things that matter: his business, his family, and himself.
Graduate Exclusive! Janette R. Buys Her Dream Home, Pays Cash for a Convertible, and Finds Peace in Retirement
Meet Janette and learn how she went from working 70+ hours a week, to owning a new home, retiring, and “being able to do what I want, when I want.”
Graduate Exclusive! Domenica O. Travels, Buys Her Daughter a New Car, and Considers Buying a New Home
Meet Domenica, a proud mom who, with the help of her Beyond Finance program, has moved beyond her debt and stress to lead a life full of freedom and opportunity.
Graduate Exclusive! John & Lucie W. Keep Their Home, Finance a New Jeep, and Continue to Beat the Odds
Learn how these two co-client graduates have navigated everything that life’s thrown at them, including almost $40,000 of debt — and have come out the other side.
Client Exclusive: How We Helped Tia B. Overcome More than $20,000 in Debt
After several surgeries and a long period of time away from work, 63-year-old Tia B. a travel consultant from Tennessee, is determined to reclaim her life. Tia is especially excited to get past her debt so she can go back to enjoying the things she loves like, working in the…
Client Exclusive: How We Helped Teacher Andrea S. Rebound From More than $30,000 in Debt
When summer break began this year, most teachers were thinking about rest, travel or hobbies. But for Andrea S., a dedicated educator from Indiana, her focus was on something more pressing — taking control of her finances while recovering from shoulder surgery. As a widow navigating fixed income parameters and…
Employee Client Exclusive: How We Helped a Former Mortgage Banker from California
For 13 years Ahmad thrived in mortgage banking, working for top lenders and living a fast-paced, high-earning lifestyle. But when interest rates spiked and the COVID-era refinance boom ended, the commissions stopped keeping pace with his high cost of living and existing debts. Meet Ahmad: A Mortgage Banker Turned Debt…