Ask Wendy

How Can I Screen for Similar Financial Values

Reprinted from November 18, 2016
Hey Wendy,

As a single woman, how do I screen for similar financial values? I date the over-65 crowd. Did you know that over 70% of seniors have no real savings, and often carry large debt? I've tried to respectfully approach this with very poor results.

Beth A. - Atlanta, GA

Hey Beth,

You say your approach had poor results. Maybe you have simply done an effective job of screening and sorting out those who are disqualified where this topic is concerned?

You have every right to ask for a partner who shares your financial values. And when you meet them, they’ll be delighted to see that the two of you are simpatico.

I recommend you respectfully lead with this in your online profile by being direct. You could say something along the lines of, “A thing I could admire about you is you’re like me; we have saved and planned for our retirement, are solvent, and have the means to finally play a little bit. I’m looking for a partner who is my equal in this area.”

Happy dating!

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