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! Beyond Finance Employee Ron M. Pays Off Nearly $40K and Surprises His Kids With Disneyland
While drowning in minimum payments, Ron made the decision to use his own company’s solution to get back on track. Now, he’s built up over $10,000 in savings, has already taken two trips to Hawaii to visit relatives, and surprised his kid with a Disneyland trip!
Graduate Exclusive! Steve S. Travels the World, Puts Family First, and Lives Off What’s in the Bank
Learn how this registered nurse found himself in debt — despite being a high earner — and rediscovered financial freedom with Beyond Finance’s help.
Client Exclusive: Jacob R., Proud Father and Tulsa Native Finding His Way Beyond Debt
What began as excitement over a new credit card turned into a cycle that became impossible to keep up with. Ten different cards, ten different due dates and a growing sense of panic every month left Jacob feeling trapped and exhausted.
Client Exclusive: Cheryl A., Dedicated Mentor and Mother from North Carolina
Now that she’s well on her way to financial freedom, Cheryl — a mentor from North Carolina — wants others to know that the journey takes time, but every step is worth it.
Graduate Exclusive! Heather & Robert T. Buy Their Dream Victorian Home and Acres of Land
Heather and Robert went from worrying they’d never be able to own their own home, to purchasing a home during their program, then purchasing their second “forever” home after graduation.
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.