Money Mastery.The Collective
Rise

You know your number. Thisis what comes after it.

La Soglia gave you one honest picture of where you stand. Rise gives you the months in between, and the women who are living them alongside you.

Workbooks, one financial life
5
Reports, plus a custom builder
12+
Category slots, and you can add more
400+
A month. Cancel any time
$49.99
$49.99 a month

or $499.99 a year, and you keep $99.89 against paying monthly.

Join Rise → See what the calls are
  • Cancel any time from your own hub. Everything you have categorized stays where it is.
  • No bank login, ever. You upload your own statement.
  • Your workbook lives in your own Google Drive, not ours.
How it actually works

One month, start to finish

Five steps, about twenty minutes, once a month. Watch it go past or click through at your own pace.

Click any step to see it, or press Play and watch the 5 steps go by.

Account uploadMoney Mastery
Upload transactions to Primary Checking:january-statement.csvPreviewCancel
187 transactions found. Click any cell to edit, then add:Fix Dates (Swap Day/Month)Flip All Amounts (Income ↔ Expense)Add to Sheet
DateDescriptionAmount
01/22/26TARGET #1927-$127.37
01/22/26HILTON GARDEN #7837-$15.08
01/21/26STRIPE PAYOUT+$596.85
01/21/26DOORDASH #5486-$37.63
01/20/26SPEEDWAY #5E59-$5.58

Nothing lands in your sheet until you say so. The preview is editable, and the two repair buttons fix the two things a bank export gets wrong: dates read the wrong way round, and income and expense reversed. Example rows.

Categorize transactionsMoney Mastery
All 187Uncategorised 12Income 118Expense 69Search all fields…Apply to selected
01/03EMPLOYER DIRECT DEP #9327+$1,000.00Personalneed⋮☐
01/03VANGUARD DIVIDEND+$340.62Investment inc.need⋮☐
01/04MORTGAGE PAYMENT - ACH-$1,457.00H Housingneed⋮☐
01/04STRIPE PAYOUT - FREELANCE+$596.85Freelance inc.need⋮☐
01/06DOORDASH #1600-$46.42F Fast Fooddesire⋮☐
01/06HEALTH INSURANCE PREMIUM-$299.05H Healthneed⋮☐

You are correcting a draft, not filling a blank page. The highlighted category is Clarity’s suggestion. Each row also carries a need or desire label, a split and a receipt. Example transactions.

Split transactionMoney Mastery
TARGET #1927Total: $127.37
Split 1
Business
Office supplies
84.20
Split 2×
Personal
G Groceries
43.17
+ Add another split
Remaining to allocate$0.00
You still have $43.17 left to allocate
CancelApply Split

The arithmetic is done for you. It will not let you apply a split that does not add up to the total, so a split can never quietly lose eleven dollars.

DashboardMoney Mastery
Income
$76,946.57
Last 12 months
Expenses
$35,250.86
Last 12 months
Net profit
$41,695.71
Income − expenses

Income vs ExpensesIncomeExpenses

JFMAMJJASOND

Top income

  • Side hustle income $35,054.56
  • Consulting $24,118.02
  • Product sales $17,773.99

Top expenses

  • Housing (H) $7,910.44
  • Clarity (H) $7,590.78
  • Auto (A) $5,771.11

You do not build a single report. They are already written and they redraw on the new numbers. Drawn in the system’s own colours; the figures are an example year.

ClarityMoney Mastery
✨Hi, I’m Clarity, your smart assistantI’ll help you categorize transactions and catch mistakes.
12To review
3Issues
187Learned
Which expenses grew fastest last quarter?✨

It has read your sheet, so you do not have to explain your situation first. It also flags what looks wrong before you notice, which is how a duplicate charge gets caught in week one.

Step 1 of 5
The calls

What actually happens on a call

Rise opens the weekly live and the daily reflection. The one to one calls start at Rise Together, and this page says so plainly rather than letting you find out after you pay.

Every week20 to 30 min

The Money Hour

A live class inside the Collective. Not a webinar with a pitch at the end, and not a replay you could have watched in 2019.

  1. 0 to 5One idea, said plainly. Whatever is actually coming up in the room that week.
  2. 5 to 15Donna works it on a real sheet. You watch the clicks, not a slide about the clicks.
  3. 15 to 30Your questions, out loud. Typed in the chat or unmuted, whichever you can face.

Replays post the same day. If Wednesday does not work, Wednesday does not have to work.

Opens at Rise TogetherNot in this tier

Your Money Reset call

An hour a month with Donna, one to one, on your numbers specifically. This is the single biggest reason women move up a tier.

Opens at Rise Together, $89.99 a month. You can move up from your hub at any point and keep everything.

Opens at Rise TogetherNot in this tier

The Office Hour

An open room once a month. Bring a question, share your screen, or come and listen to everybody else’s.

Opens at Rise Together. Nothing you have built carries over badly; moving up only adds.

The Collective

Your first week in the room

The software tells you what happened to your money. This is the part that keeps you opening it in month seven.

Click any step to see it, or press Play and watch the 4 steps go by.

The Money Mastery CollectiveMonday
Money Reflection of the DayYou are not behind. You are at the beginning of knowing. Those feel identical and they are not the same thing.
JMJess M.7:14 am

Read this before I opened my laptop. Needed it more than the coffee.

♡ 24💬 6
RTRenee T.8:02 am

Month four and I still read these first. They are short enough that I actually do.

♡ 11

One a day, every day. Read it or do not. It will be there tomorrow, and nobody is counting.

The Money HourLive now
▶The Money Hour with DonnaOne idea, then your questions. 20 to 30 minutes.Join
DDonnaWednesday

Tonight: the one number that tells you whether this month is actually working. Bring your dashboard.

♡ 41💬 19✅ 33 going
ALAmy L.Wednesday

Can you look at how to handle a quarter where one client was half the revenue?

♡ 8💬 Donna replied

Replays post the same day. If Wednesday does not work, Wednesday does not have to work.

Donna is in the room, not behind it. You can ask the thing you did not want to type.

QuestionsThursday
KSKate S.11:42 pm

Slightly embarrassed to ask this. I have no idea what I actually spent on groceries versus eating out, because it is all one card. Does anyone separate it or do you just accept the blur?

♡ 17💬 12
MPMaria P.6:05 am

Not embarrassing, it is the most common question in here. I split the Target runs and left the rest alone for two months. The pattern showed up anyway.

♡ 9
DDonna7:30 am

Maria is right. Start with the one merchant you use for both. Two months of that is enough to see it.

♡ 22

This is the part people do not expect to value. Seeing someone else ask your question is how you find out it was never an unusual one.

WinsFriday
TNTina N.2:10 pm

Closed the last card today. Eleven months. I could not have told you the balance in January without opening three apps.

♡ 86👏 54💬 31
SBSimone B.3:44 pm

First month my business and personal numbers balanced to the dollar. Small thing. Did not feel small.

♡ 38
DDonna4:02 pm

Tina, say the number out loud on Wednesday. Someone in here is in month two and needs to hear it.

♡ 29

You will care about a stranger’s balance more than you expect to. That is most of what keeps people here past month three.

Step 1 of 4

Look inside the Collective

Beyond the spreadsheet

What the membership gives you

Six things that have nothing to do with a formula, and are most of the reason women stay.

☼A reflection every morningOne short piece waiting before you open your laptop. Five of them in a week does more than one long course nobody finishes.
▶Donna live, every weekThe Money Hour. She is in the room answering, not recorded in 2019 telling you what worked then.
💬Answers while you sleepPost at 11pm and wake up to three replies, usually from women who were exactly here last spring.
👁You find out what normal looks likeThe most useful thing in the room is reading other people’s real conversations about real numbers. It recalibrates what you thought was unusual about yours.
🔒Not a Facebook groupIts own platform. Not indexed, not in anybody’s feed, and nobody you went to school with is scrolling past your question.
🎉Wins get said out loudSomebody’s last card closing is a Tuesday event in here. You will care about a stranger’s balance more than you expect to.
The software

And the system underneath all of it

Everything here is included at Rise, with no question limits and no per-report charges.

📄Five workbooks, one financial lifePersonal, Business, Net Worth and Legacy, the Debt Center, and Cash Management. They talk to each other instead of sitting in four folders.
⬆Statement upload, no bank loginCSV, PDF or Excel from any account. There is no login to hand over and nothing to remember to revoke.
✨A suggestion for almost every rowClarity learns from your own past choices first, then from the patterns across 400 plus category slots.
✂Splits and bulk applyForty identical charges in one click. One purchase across two books without doing the arithmetic.
📊Over 12 reports, plus a builderProfit and loss, net worth, debt payoff, spending by category, business against personal. Plus up to 24 cards you choose.
💳The Debt CenterAvalanche or snowball, the 30 percent rule, and a payoff date that moves when you move.
💼Business against personalTag a charge to the side it belongs on. It moves to the right book on its own.
🧑Your accountant, without the whole fileShe gets the report she needs. She does not get your grocery history.
📁It lives in your Drive, not oursYour workbook is yours. Cancelling does not take it away, and we could not delete it if we wanted to.
Side by side

Where Rise sits

Every tier keeps everything below it. Moving up adds; it never takes something away.

What each membership tier includes
 La SogliaFreeRise$49.99Rise Together$89.99Rise Beyond$600
The five workbooksNot included·Included✓Included✓Included✓
Statement upload, no bank loginNot included·Included✓Included✓Included✓
The categorization roomNot included·Included✓Included✓Included✓
Over 12 reports and the custom builderNot included·Included✓Included✓Included✓
Clarity AI, no question limitNot included·Included✓Included✓Included✓
The Money Reflection of the DayNot included·Included✓Included✓Included✓
The Money Hour, weekly with DonnaNot included·Included✓Included✓Included✓
A Money Reset call each monthNot included·Not included·Included✓Included✓
An Office Hour each monthNot included·Not included·Included✓Included✓
One-hour calls with DonnaNot included·Not included·Not included·Included2 a month

Read another tier: La Soglia Rise Together Rise Beyond

Before you decide

The things women ask us first

What happens on my first day?

You get an email with your workbook already built and shared to your Google account, plus a link into the Collective. The first sitting is one statement upload, which takes about twenty minutes the first time and less after that.

There is a written guide for every screen and a video for each workbook. You do not have to read any of it to start.

Do I have to connect my bank?

No, and you cannot, because it was not built that way on purpose. You download your own statement and upload the file. There is no bank login to share and nothing to remember to revoke later.

I am not a spreadsheet person. Is this going to be too much?

The parts you type into are coloured. Everything else calculates itself and is meant to be left alone. There is a written guide for every screen, a video walkthrough for each workbook, and a support button inside the sheet.

And every week Donna is live in the Collective for The Money Hour, where you can ask the question you did not want to type.

I have a business and a personal life on one card. Does that break it?

That is the case the system was built around. Tag a transaction as business or personal, or split a single purchase between the two, and it moves to the right book on its own.

What happens to my work if I cancel?

Your workbook lives in your own Google Drive, so cancelling does not take it away. You keep every transaction you categorised and every report you built. What you lose is the Collective, Clarity, and the monthly rhythm around it.

Is there a contract?

No. It is month to month, and you cancel from your own hub in two clicks without emailing anyone for permission. If you pay yearly you are paid through the year you bought.

Is $49.99 the whole price, or is there a setup fee?

That is the whole price. No setup fee, no onboarding charge, no per-report cost. If you pay yearly it is $499.99, which is about two months back.

Can I move up to Rise Together later?

Yes, and you keep everything. Rise Together adds a Money Reset call and an Office Hour each month on top of all of this. You can do it from your hub, and the change takes effect the same day.

Something not answered here? Ask us, and a person replies.

Reviews

Members on Rise, in their own words

Nothing here is written by us. Donna reads each one before it is published, and she does not take them down for being critical.

About the price of one lunch out

For the month you stop wondering where it went.

Most women who upgrade start here, and a good number stay. It is the whole system and the whole room, and it is the step that changes the middle of the month rather than the end of the year.

Join Rise, $49.99 a month → Compare with Rise Together

Signed, Donna