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 …
Client Exclusive: A Fresh Financial Start for Andrea, a Journalist From NYC
Chasing your dream career in a big city like New York is a classic story trope for a reason – it’s exciting! But with a cost of living as high as NYC’s it’s an adventure that often comes with some steep financial hurdles. For Andrea R. — a journalist, editor…
Client Exclusive: Mackenzie a Texas Teacher with $28,396 in Debt
For many folks, debt doesn’t happen suddenly, it builds slowly — one unexpected expense, medical bill and credit card charge at a time. That’s what happened to Mackenzie and her husband, Josh. “I googled and researched many companies and had many quotes and phone calls, but Beyond Finance was the…
Graduate Exclusive! Latia I. Buys a New Lexus, Travels to Mexico, and Plans to Teach Her Kids Financial Literacy
Latia fell into debt through a setback she couldn’t control. But after a recommendation from a coworker, she enlisted Beyond Finance’s help. Now, not only is she debt-free — she’s got a whole financial plan for her and her family’s future.
Graduate Exclusive! Veteran Gary H. Retires Early, Buys a Pool, and Volunteers
Meet Gary, veteran, loving father, and devoted grandfather, who overcame nearly $60,000 of debt, and is now giving back and spending his downtime poolside!
Client Exclusive: How We Helped Chris C. Find Relief From More Than $67,000 in Debt
When a move to Texas cost far more than expected, Chris and his wife turned to debt to get by.
Client Exclusive: How We Helped Kathy Y. With More Than $28,000 in Debt
Out of love and a deep sense of responsibility Kathy took out loans to help family but the burden was more than she could manage.
Graduate Exclusive! Libby C. Builds Savings, Buys a New Car, and Treats Her Daughter
Libby and her husband found themselves in nearly $40,000 just as they were expecting a new baby. Libby knew she had to turn things around and luckily, she discovered Beyond Finance …
Graduate Exclusive! Jonathan D. Buys a Car, Plans for Homeownership, and Lets His Money Work For Him
We interviewed Jonathan to hear about his journey from financial stress to freedom, and how graduating from Beyond Finance gave him a new sense of confidence, clarity — and the keys to a new car.
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…









