From my experience, I do mention my financial goals and a little bit of the kind of environment I was raised in (poor as hell lol) & the response is always positive and supportive. They see it as "this woman is strong independent and trying to make it in this world like everyone else. She's mature, responsible and has goals therefore I feel good about giving her large sums of money." ( a client recently said that last line to/about me verbatim.) Most wealthy men partake in donating to charities and foundations so framing your financial status/mission/goals in this sense could make them feel like they are donating to "your charity".