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! Harlie A. Breaks the Debt Cycle, Stops Using Credit Cards, and Starts Living Again
Harlie got trapped in debt at a time when a young person should just be starting their life. But with Beyond Finance’s help, she turned everything around.
Graduate Exclusive! Greg M. Retires, Picks Up Golfing Again, and Rediscovers Quality of Life
After going through a divorce, Greg was left with his wife’s credit card debt. But after working with Beyond Finance, he’s rediscovering the joys life has to offer.
Client Exclusive: How We Helped Karen S. Tackle $100K in Debt and Finally Feel in Control
Karen’s debt story didn’t start with a single incident, in her case it was a slow buildup over a couple of years of caregiving, RV travel and rising medical costs during her husband’s long illness.
Client Exclusive: How We Helped Joy Rebound from Debt After a Pay Cut and Move Derailed Her Budget
When a large pay cut coincided with a big move, Joy’s budget was thrown for a loop. We helped her with a plan to manage the debt she’d taken on to get by.
Graduate Exclusive! Sharise N. Transforms Her Finances and Plans for Homeownership
Sharise N. shares the important lessons she learned while working with Beyond Finance and what she’s looking forward to now that she’s debt-free.
Client Exclusive: How We Helped Christian S. Navigate Debt After Military Service
Christian S. is a former Navy officer recovering from credit card debt that he started accumulating during his service.
Graduate Exclusive! Annemie L. Saves Money and Prepares to Launch Her Own Business
Graduate Annemie L. explains how Beyond Finance gave her the space to save, and plan for her next big step … starting a business! Read more to learn why Annemie says, “My life’s great!”
Client Exclusive: How We Helped Kim K. Make a Big Change to Her Relationship With Money
Now that she’s retired, Kim is finally learning good financial management skills and tackling her debt. Her journey shows, it’s never too late to make a change!
Client Exclusive: How We Helped Marilyn B. Thrive in Her Retirement Years
After a series of life changes led to more than $30,000 in debt, Marilyn (a disabled retiree on a fixed income) needed help managing it so she wouldn’t lose her home.
Client Exclusive: How We Helped Veterans Mark and Dawne M. Recover From Debt
When a series of unexpected emergencies left Mark and Dawne M. overwhelmed by more than $40,000 in debt, working with Beyond Finance was a much-needed lifeline that allowed them to regain control over their retirement years.









