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 …
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…
Client Exclusive: How We Helped Ashley G. Rebound From Debt After Her Divorce
How Ashley Got Into Debt After her divorce Ashley was left solely responsible for all the credit cards she’d used to cover household needs during her years as a stay-at-home mom. With all the debt in her name, balances that built up quietly suddenly became unmanageable on a single income….
Graduate Exclusive! Roy A. Travels the World, Keeps the Life He Built, and Finds Empowerment in Money Management
Roy fell into debt from a combination of overspending and a lack of financial eduction. Now, he’s able to do everything he enjoys, and he’s even found the fun in managing his finances!
Client Exclusive: How We Helped Rebekah H. Recover After Income Loss Led to More Than $44,000 in Debt
When the pandemic cut into Rebekah’s income she turned to high-interest credit cards just to keep the lights on. Feeling trapped in a cycle she couldn’t escape, she found Beyond Finance — and with it, a path forward.
Graduate Exclusive! Tim M. Retires, Does Tech Projects, and Prepares to Sail the World
Once stuck in over $35,000 of debt, Tim is now retired, keeping busy with pet projects, and planning a sailing trip across the Indian Ocean.
Client Exclusive: How We Helped Amelia P. Tackle Debt So She Can Focus on Family
How Amelia Got Into Debt You’ve heard of the phrase ‘robbing Peter to pay Paul’ — that’s literally what I was doing. I was taking out payday loans and personal loans just to pay on my credit cards. I already filed bankruptcy once, and I was too embarrassed to do…
Graduate Exclusive! Jamie N. Plans a Cruise, Refinances her Car, and Finds Freedom in Budgeting
We spoke with Jamie — dog mom, Patriots fan, and bookworm — to learn about her journey through debt and what life looks like since graduating from her Beyond Finance program.
Client Exclusive: How We Helped Jenifer S. Rebuild Her Life After Divorce
After a 30-year marriage came to an end, Jenifer S. found herself facing a new beginning and turning to credit cards to make ends meet.
Client Exclusive: How We Helped James After His Wife’s Illness
After dedicating decades of hard work to Union Pacific Railroad, James M. was ready to enjoy his retirement years in Texas. But instead of peace and relaxation, he found himself overwhelmed by a growing mountain of credit card debt and a life that no longer felt manageable.
Client Exclusive: How We Helped Josh K. Recover From Debt After a Cancer Diagnosis
Josh K. is a Texas-based insurance agent, husband, and proud father of three daughters who struggled with debt after a cancer diagnosis.