La Soglia  ·  The threshold

See your whole financial picture. Then decide what you want to do with it.

The Money Mastery Net Worth Tracker brings what you own, what you owe, and what you are building into one clear view, with personal and business together when you want them and clearly separated when it matters.

Get the free tracker See inside the tracker

Yours to keep, whether you upgrade or not.

See inside

First sight

Your whole picture, on one quiet screen.

Your personal and business finances sit side by side, so you can see your assets, liabilities, net worth and monthly movement together in one clear view.

Total assets
$0
Total liabilities
$0
Net worth
$0
Change this month
+$0

These are illustrative figures, shown to demonstrate the layout.

What it holds

60+ account types, plus a custom option for yours.

The list covers retirement accounts, property, crypto, receivables, goodwill and much more, and if you do not see yours, you can add your own.

This is a sample of the account types already built in, and you can hover over the list to pause it.

0account types built in
0screens in your tracker
0minutes, once a month
0printable reports
0required fields

What is inside

Twelve screens. Every one of them earns its place.

Named exactly as they appear in your digital tracker. Choose any screen to see what it does for you.

The ritual

Ten minutes. Once a month. That is the whole thing.

01

Start a New Month

One click carries last month forward, so you update what changed instead of starting from zero.

02

Enter your ending balances

The ending balance for each account is the only part that is required. Add more detail about any account whenever you want it, and everything else is worked out for you.

03

See the whole picture

That is it. Choose the day you want your monthly reminder email, and Money Mastery will bring you back when it is time to check in.

Included with La Soglia

There is more here than a net worth number.

La Soglia gives you six tools and features to help you understand the numbers behind your net worth and what they mean for your life.

Going further

Start at the threshold. Go further when it serves you.

The tracker stays free. When you are ready for more, the paid tiers add the full Money Mastery system and increasing access to Donna. The Money Mastery Collective is included from La Soglia onward.

La Soglia

Free
and yours to keep
  • The Net Worth Tracker, personal and business
  • Build Your Own Portfolio, by ticker
  • Ask Clarity, 5 questions a month
  • Money Reflection, twelve prompts
  • The Money Mastery Collective Discussion Feed and Daily Blog

Rise

$49.99
a month, or $499.99 a year
  • The full system: Personal, Business, Net Worth, Debt, Cash
  • Statement upload, CSV, PDF and Excel
  • Unlimited Clarity AI questions
  • The Money Hour with Donna

Rise Together

$89.99
a month, or $888.00 a year
  • Everything in Rise
  • The Monthly Money Reset
  • Monthly Office Hours, members vote the topic
  • The weekly Donna strategy post

Rise Beyond

$600
a month, or $6,000 a year
  • Everything in Rise Together
  • A private channel, and 1:1 with Donna
  • 24 private coaching hours a year, or 2 a month on the monthly plan
  • A quarterly review of your numbers with Donna (annual plan)

Rise Beyond begins with a conversation with Donna, who speaks with each person before they join.

Apply for Rise Beyond
Compare the paid tiers

Donna is incredible! So knowledgeable and energetic! She knows exactly how to coach to my needs.

Lacey Broocke

This review reflects the client's experience working directly with Donna through coaching.

Your tracker is ready. Make it yours.

Check out with the email you use, and a few minutes later you are in La Soglia, with the Net Worth Tracker and the Money Mastery Collective, ready for your numbers.

Get the free tracker

Signed, Donna