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! 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…
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.