Robert
• Initial Rental Housing Appointment 5.16.23
• Most Recent Appointment 10.5.23
• Number of Action Plans (5

Robert is a single divorced man with no dependents. Robert took Solita’s House Financial Capabilities Workshop in November 2022 and continues to progress in his goals towards rental stability, savings, budgeting, and restoring his credit.

Just two months prior to starting rental counseling, Robert moved into a one-bed-room unit on a month-to-month lease, paying $1250 a month (utilities included). His move-in cost was $3750, exhausting all available savings.

The counselor’s initial review of the client’s credit report showed no credit score reporting the three national credit reporting agencies. The counselor and client are actively working to validate and dispute three collection accounts.

ORIGINAL SHORT-TERM GOALS (5.16.23):

Secure funds to ensure payment for June’s rent

Secure additional “stable | verifiable” income to increase household income

Establish and build credit history (no scores)

Build savings

SHORT-TERM GOALS (updated after 10.5.23 appointment):

• Secure “permanent” stable | verifiable income to ensure rental stability

• Begin Dental Repairs (New Smile!)

• Strengthen Credit History

• Build savings

• LONG-TERM GOAL – Develop and market self-employment business, Atlantis Hydro Tekno, Inc. to serve as primary or sole source of income.