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: 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.
Client Exclusive: How We Helped Police Dispatcher Holly M. Overcome More Than $78,000 in Debt
Learn how we helped a police dispatcher from Texas overcome more than $78,000 in debt.
Graduate Exclusive! Gabe R. Treats Himself, Takes Immersive Language Classes, and Embraces Budgeting
Beyond Finance graduate Gabe R. shares how he went from not being able to go out with friends, to being able to afford to decorate, treat himself, go out, and pay for immersive classes.
Client Exclusive: How We Helped Nurse Danielle Z. Overcome Over $19,000 in Debt
Danielle’s days are full — between working as a registered nurse, raising her son, and caring for seven beloved pets, there’s never a dull moment. But behind all the hustle and bustle, financial troubles were spinning out of control.