Rise

You know your number. Thisis what comes after it.

La Soglia shows you where you stand. Rise gives you the full Money Mastery System to understand what happens month by month, plus the weekly Money Hour with Donna and access to the Money Mastery Collective.

Digital workbooks, one financial life: 5
Reports, plus a custom builder: 16
Categories, with the ability to add your own: 400+
A month. Cancel any time: $49.99

$49.99 a month

or $499.99 a year, saving $99.89 compared with monthly billing.

Join Rise → See the live support

You can cancel from your hub at any time. Everything you have entered remains in your digital workbooks.
Upload your own statements without connecting your bank.
Your digital workbooks are shared privately with your own Google account.

How it works

Your monthly review, start to finish

Five simple steps take you through your monthly transaction review. Follow them in order or move through them at your own pace.

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

~~01/22/26~~TARGET #1927-$127.37

~~01/22/26~~HILTON GARDEN #7837-$15.08

~~01/21/26~~STRIPE PAYOUT+$596.85

~~01/21/26~~DOORDASH #5486-$37.63

~~01/20/26~~SPEEDWAY #5E59-$5.58

Every row waits for your approval before it lands in your sheet. 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 187Uncategorized 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

TypeBusiness

CategoryOffice supplies

Amount84.20

Split 2×

TypePersonal

CategoryG Groceries

Amount43.17

+ Add another split

Remaining to allocate$0.00

You still have $43.17 left to allocate

CancelApply Split

The arithmetic is done for you. A split applies only once its pieces add up to the full total, so every dollar of the purchase stays accounted for.

DashboardMoney Mastery

Income: $76,946.57
Expenses: $35,250.86
Net profit: $41,695.71

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
Health (H) $7,590.78
Auto (A) $5,771.11

Your reports are already written for you, and they redraw on the new numbers. Drawn in the system’s own colors; the figures are an example year.

ClarityMoney Mastery

Hi, I’m Clarity, your smart assistantI’ll suggest categories from the choices you have made before.

12To review

3Issues

187Remembered

Which expenses grew fastest last quarter?

It has read your sheet, so you do not have to explain your situation first. You can ask it about anything that looks off, such as a charge that appears twice, and it answers from your own numbers.

That completes your monthly transaction review. Once the numbers are in place, your dashboard, reports, and views update from the work you have already done.

Join Rise →

Live support

What live support looks like

Rise includes the weekly Money Hour with Donna and the Money Reflection of the Day. Rise Together adds the Monthly Money Reset and Monthly Office Hours. Private 1:1 coaching begins with Rise Beyond, which starts with a conversation with Donna.

Every Monday20 to 30 min

The Money Hour

A live 20 to 30 minute conversation inside the Money Mastery Collective about the money decisions in your work and your life. Each week Donna brings one practical topic, then opens the conversation for questions.

FirstOne practical idea, said plainly. Pricing, paying yourself, debt, cash flow, or a season that came in lighter than expected.
ThenDonna talks it through with you, sharing what she has seen work, what to consider, and how to think through the decision.
LastYour questions. Ask in the chat or unmute, whichever feels more comfortable.

Money Hour replays are available afterward, so you can watch on your own time. Product training is separate and has its own guides and videos.

Every monthFrom Rise Together

The Monthly Money Reset

A live group Money Reset with Donna each month, focused on members’ real numbers, questions, and next decisions. Members can choose to share their screen when they want help with something specific.

Money Reset replays are not posted because members may share private financial information during the call.

Included with Rise Together and Rise Beyond. If you upgrade from Rise, the work you have already done stays in place.

Every month · 12 PM ETFrom Rise Together

Monthly Office Hours

A live group session with Donna each month. Bring a question, share your screen if it helps, or listen and learn from the conversation.

Included with Rise Together and Rise Beyond. Your existing Money Mastery work stays in place when you upgrade.

Join Rise → Compare with Rise Together

The Money Mastery Collective

Your first week in the Money Mastery Collective

The system gives you the numbers. The Money Mastery Collective gives you a place to keep using them, talking about them, and learning alongside other women business owners who want to understand what their money is doing.

Example posts. This is an illustrative preview: the posts and reaction counts below are examples of what a conversation in the Money Mastery Collective can look like.

The Money Mastery CollectiveEvery morning

Money Reflection of the DayEvery number you understand gives you more choice in what you do next. Clarity builds one decision at a time.

A memberEarlier today

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

24 liked this6 replies

A memberEarlier today

Month four and I still read these first. They are short enough to make part of my morning.

11 liked this

One short reflection each morning. Read it when it serves you. It will still be there when you come back. These are example posts.

The Money HourLive now

The Money Hour with DonnaOne idea, then your questions. 20 to 30 minutes, every week.Join

DDonnaThis week

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

41 liked this19 replies33 going

A memberThis week

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

8 liked thisDonna replied

Money Hour replays are available afterward, so you can watch on your own time.

Donna is in the Money Mastery Collective with you every week, and you can bring your questions straight to her in your own words. These are example posts.

QuestionsAny time

A memberLate last night

Question for everyone: groceries and eating out both go on one card for me, so they blur together. Does anyone separate them, and how do you do it?

17 liked this12 replies

A memberBy morning

Such a common question, and a good one. I split the Target runs and left the rest alone for two months, and the pattern showed up anyway.

9 liked this

DDonnaBy morning

That works well. Start with the one merchant you use for both. Two months of that is enough to see it.

22 liked this

Asking is ordinary here. Seeing someone else ask your question shows you how many people are thinking about the same thing. These are example posts.

WinsAll the time

A memberToday

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

86 liked this54 cheered31 replies

A memberToday

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

38 liked this

DDonnaToday

Say that number out loud on the next live. Someone who is in month two needs to hear it.

29 liked this

Wins get celebrated here, whether it is a last card paid off or a first month where business and personal balanced to the dollar. These are example posts.

Join Rise → Open the Money Mastery Collective

The Money Mastery Collective

What the Money Mastery Collective adds around your numbers

Six ways the Money Mastery Collective adds perspective, consistency, and connection around the numbers you are already working with.

A reflection every morningOne short reflection each morning, written to give you something useful to think about without adding another task to your day.

Donna live, every weekThe Money Hour is live with Donna every week, focused on the money decisions people are making in their lives and businesses right now.

Perspective from other membersPost a question when it comes up and return to perspectives from other members who may see it differently or have experience to share.

See how other women business owners handle real decisionsRead real conversations about pricing, cash flow, debt, profit, paying yourself, growth, and the decisions that come with running your household or your business.

A private platform of its ownThe Money Mastery Collective lives on its own private platform, separate from your social media feeds and designed for Money Mastery conversations.

Wins get said out loudPaying off a card, hitting a savings goal, raising a price, or understanding your profit gets celebrated. You will find yourself cheering for other members’ progress right alongside your own.

The software

And the full Money Mastery system underneath it

Everything below is included with Rise.

Five workbooks, one financial lifePersonal, Business, Net Worth and Legacy, the Debt Center, and Cash Management. The five digital workbooks work together so your financial picture carries across the system.

Statement uploadUpload CSV, PDF, or Excel statements from your accounts without connecting your bank credentials.

Smart category suggestionsClarity suggests categories as you review transactions, your past choices come back as suggestions on similar transactions, and you can ask Clarity about your own numbers right inside your system.

Splits and bulk applyCategorize forty identical charges in a single click, and split one purchase across your business and personal books without doing the arithmetic yourself.

16 reports, plus a custom builderProfit and loss, Needs vs Desires, savings rate, spending by category, business against personal, and more, plus a custom report builder when you want to choose exactly what you see.

The Debt CenterChoose the avalanche or snowball method, work with the 30 percent rule, and see a payoff date that moves as you make progress.

Business against personalMark a charge as business or personal, and Money Mastery keeps it clearly recorded on the side where it belongs.

Share what your accountant needsSend the relevant report without sharing your entire workbook.

Your digital workbooks live in your Google DriveThe workbooks remain in your Google Drive if you cancel Rise.

See it move

A few seconds of the system at work.

Your monthly review, in secondsClarity suggests a category from how you labeled that vendor before. You approve it.

Part business, part personalSplit one charge between the two, and both sides keep a clear record.

Ask it in your own wordsClarity AI answers "how much do I spend on coffee?" from your own numbers.

Watch them one at a time →

Every report, on your phone

Sixteen reports and more, in your pocket.

Your numbers travel with you. Swipe through the 16 reports, plus the custom report builder, shown with example data.

The Account summary report on a phone, from the Money Mastery System. Example data. — Account summary

The All transactions: by category report on a phone, from the Money Mastery System. Example data. — All transactions: by category

The Categories: main categories report on a phone, from the Money Mastery System. Example data. — Categories: main categories

The Category filter: food report on a phone, from the Money Mastery System. Example data. — Category filter: food

The Custom dates: income vs expenses report on a phone, from the Money Mastery System. Example data. — Custom dates: income vs expenses

The Custom report: savings rate report on a phone, from the Money Mastery System. Example data. — Custom report: savings rate

The Ignored: moved to the linked sheet report on a phone, from the Money Mastery System. Example data. — Ignored: moved to the linked sheet

The Income by source report on a phone, from the Money Mastery System. Example data. — Income by source

The Monthly: month by month report on a phone, from the Money Mastery System. Example data. — Monthly: month by month

The Needs and desires report on a phone, from the Money Mastery System. Example data. — Needs and desires

The Payments and transfers report on a phone, from the Money Mastery System. Example data. — Payments and transfers

The Personal vs business report on a phone, from the Money Mastery System. Example data. — Personal vs business

The Profit & loss: income vs expenses report on a phone, from the Money Mastery System. Example data. — Profit & loss: income vs expenses

The Profit & loss: month by month report on a phone, from the Money Mastery System. Example data. — Profit & loss: month by month

The Recurring: committed vs repeated report on a phone, from the Money Mastery System. Example data. — Recurring: committed vs repeated

The Savings rate by month report on a phone, from the Money Mastery System. Example data. — Savings rate by month

The Spending trends report on a phone, from the Money Mastery System. Example data. — Spending trends

Side by side

Where Rise sits

Each membership builds on the one before it. Rise gives you the full Money Mastery System. Moving up keeps the system and adds more live support and access to Donna.

Swipe the table sideways to see all four memberships.

What each membership includes
	La SogliaFree	Rise$49.99	Rise Together$89.99	Rise Beyond$600
The five workbooks	Not included·	Included	Included	Included
Statement upload	Not included·	Included	Included	Included
Smart categorization	Not included·	Included	Included	Included
16 reports and the custom builder	Not included·	Included	Included	Included
Clarity AI	Included, 5 questions each month	Included, Unlimited questions	Included, Unlimited questions	Included, Unlimited questions
The Money Reflection of the Day	Not included·	Included	Included	Included
The Money Hour, weekly with Donna	Not included·	Included	Included	Included
The Monthly Money Reset	Not included·	Not included·	Included	Included
Monthly Office Hours	Not included·	Not included·	Included	Included
Private 1:1 coaching with Donna	Not included·	Not included·	Not included·	Included, 2 hours a month, or 24 a year

Read another membership: La Soglia Rise Together Rise Beyond

Before you decide

Answers to the things people ask most

What happens on my first day?

You will receive access to your Membership Hub, your home base for Money Mastery. From there, you can get to your Money Mastery System, the Money Mastery Collective, live-session information, support, and your membership resources.

Your digital workbooks are also shared privately with your Google account. Start with one statement upload and follow the guided setup from there.

A written guide and video walkthrough are there whenever you want them, but you can begin directly inside the system.

Do I have to connect my bank?

No. Money Mastery is intentionally designed without a bank connection. You download your statement and upload it yourself, so your bank credentials stay outside the system.

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

The parts you enter information into are clearly marked, and the calculations happen around you. There is a written guide for every screen, a video walkthrough for each digital workbook, and support when you need it.

Donna is also live in the Money Mastery Collective every week for The Money Hour, where you can bring your questions directly to Donna and to the other members there with you.

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

That is one of the situations Money Mastery is built to handle. Mark a transaction as business or personal, or split one purchase between the two, and each side stays clearly recorded in the right place.

What happens to my work if I cancel?

Your Money Mastery workbooks remain in your Google Drive when Rise ends. Your membership returns to the La Soglia level, so you keep the Net Worth Tracker and the Money Mastery Collective access included there. Rise-only tools and benefits end when your paid Rise access ends.

Is there a contract?

Monthly Rise renews month to month, and you can cancel from your hub at any time. If you choose annual billing, your membership is paid for twelve months, and if you cancel, it runs to the end of the year you paid for and does not renew.

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

$49.99 is the full monthly membership price, with no setup fee. Annual billing is $499.99, saving $99.89 compared with paying monthly for twelve months.

Can I move up to Rise Together later?

Yes. You can move to another membership any time from your hub, and your existing Money Mastery work stays in place. Rise Together adds the Monthly Money Reset, Monthly Office Hours, weekly strategy posts from Donna, and biweekly Donna insight clips, and you can read everything it includes on the Rise Together page.

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

The full Money Mastery system

For the month you start seeing the whole picture.

Rise gives you the full Money Mastery system, Clarity AI, the Money Reflection of the Day, the weekly Money Hour with Donna, and ongoing access to the Money Mastery Collective for $49.99 a month.