La Soglia  ·  The threshold

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

Everything you own, everything you owe and everything you are building, together in one simple place. There is no bank to connect and nothing to install, and it takes about ten minutes to set up. It is free, so why not see your own numbers today?

It stays free, 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.

The real thing

This is really it. Seven screens from your free system.

There is no setup day, no bank to connect and nothing to learn first. You type in a number and the system does the rest. The screens below show sample figures, and yours fill in with your own as you go.

The Projections and Timeline screen of the free Net Worth Tracker, with sample figures
Projections and Timeline. Move a dial and see where your numbers land by the age you choose.
The Net Worth Dashboard of the free system showing net worth, assets, liabilities and a twelve month trend, with sample figures
Net Worth Dashboard. What you own, what you owe and what you have kept, on one screen.
The Monthly Balances tab of the free system with one balance per account per month, with sample figures
Monthly Balances. Ten minutes, once a month. One number per account.
The Accounts Directory tab of the free system listing personal and business accounts, with sample figures
Accounts Directory. Personal and business together. Nothing connects to your bank.
The Trends and Views tab of the free system showing net worth over time, with sample figures
Trends and Views. Your net worth over time, kept simple on purpose.
The Money Reflection tab of the free system with three monthly prompts from Donna
Money Reflection. A quiet monthly prompt from Donna. Optional, and just yours.
The guided setup of the free system asking for a first name, step one of four
Your Setup. A short guided setup. Close it halfway and nothing is lost.
Start free

It is free, there is no card to enter, and it takes about ten minutes.

What if

Tap a button. Watch your future move.

This is our favorite part. You wonder what would happen if you paid a little more or saved a little more, you tap, and the answer is simply there. Try all three below with sample figures. In your own free system they run on your own numbers.

Debt payoff

What if I paid a little more?

A sample card: $8,400 owed at 22%, paying $260 a month. Add a little and see the finish line come closer.

Tap one

Debt free in4 yr 2 mo
Interest you keep$0

Sample figures, worked with ordinary loan arithmetic. Your own debts, rates and payments go in once, and every what if after that is one tap.

Your portfolio

What if I put away a little more?

A sample start: $25,000 today, fifteen years ahead. Choose a monthly amount and watch the range open up.

Tap one

The steady middle$0
The range$0 to $0
Today 15 years on

An illustration from sample figures, not a prediction and not financial advice. The middle assumes 6% a year and the range runs from 4% to 8%. Nobody can promise a return.

Ask ClarityReading your numbers

Clarity

Hi Maya. Ask me anything about your numbers, in your own words. Tap a question below to try me.

An example conversation on sample figures, shown the way Clarity looks and replies in your free system. Maya is not a real member. Clarity is educational and does not give financial advice. Five questions are included each month.

Start free

Bring your own numbers and ask your own what ifs. It is free, and it takes about ten minutes to set up.

In their words

Donna's clients say it better than we can.

Donna built this system from the work she does with her own clients. These are their words about working with her, copied exactly as they wrote them.

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 system
0minutes, once a month
0printable reports
0required fields

What is inside

Twelve screens. Every one of them earns its place.

Named exactly as you will see them. 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.

It stays free. When you are ready for more, the paid memberships 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 it stays free
  • 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
Start free

Every one of them

This is what working with Donna feels like.

We did not choose the best few. This is all of them, so take your time and read as many as you like.

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.

It is ready when you are. Ten minutes, and it is yours.

Sign up with the email you use, and a few minutes later you are in La Soglia, with your free system and the Money Mastery Collective, ready for your numbers. It costs nothing to look.

With you, Donna