Money Mastery.The Collective
Rise Beyond

Donna, inyour corner.

This one is not really about the software. It is for the woman who does not need another tool, she needs someone who has seen these numbers before, sitting on the other side of the table.

Hours with Donna, every month
2
Or hours across a year, used how you like
24
Money Reset and Office Hour, monthly
2
A month. Cancel any time
$600
$600 a month

or $6000 a year, and you keep $1200.00 against paying monthly.

Join Rise Beyond → 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

Everything Rise Together gets, every week and every month of it, plus two hours that belong to you. This is the tier that replaces Finance Friday, and it carries more than Finance Friday did.

Two a monthOne hour each

Hours with Donna, on your agenda

This is the part of Rise Beyond that is not about the software at all. Two hours a month that are yours, for whatever the month actually is.

  1. YoursYou set the agenda. A pricing decision, a hire, a quarter that went sideways, a year you need to plan.
  2. MonthlyTwo hours each month. They do not accrue, so an unused hour is an hour that was there and you did not need it.
  3. YearlyTwenty four hours for the year, not metered by the month. If March needs six of them, use six in March.
  4. After 24Buy another 24 in the same year. Nothing waits for a renewal date.

Booked from your hub, against Donna’s real calendar. Recording and notes the same day.

One a month60 min, one to one

Your Money Reset call

An hour with Donna on video, about your numbers specifically. She reads your dashboard before you speak, so none of the hour goes on what you earn and what you owe.

  1. 0 to 10She reads your dashboard with you. Out loud, including the parts you have been skipping past.
  2. 10 to 35The one number deciding your month. There is almost always one, and it is almost never the one you expected.
  3. 35 to 50What changes before the next statement. Specific, and small enough to actually do.
  4. 50 to 60It gets written down. You leave with the decision made rather than a feeling about it.

Book it from your hub. Recording and notes the same day. One a month, and it does not roll over, so put it on the calendar the week you join.

One a monthOpen room

The Office Hour

An open room with no agenda and no slides. Bring one question, or bring none and listen.

  1. BringOne question, or nothing at all. Plenty of women come for a year without asking anything and still get what they came for.
  2. ShareYour screen, if you want eyes on it. Donna will look at the actual sheet rather than a description of it.
  3. StayOther people’s questions are the lesson. You will hear yours asked by someone braver, and that is the point of the room.

One a month. Not recorded, because people say more when it is not.

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.

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.

Your hoursYours to use
☀Two hours with Donna this monthStrategy, a price change, a hard call. You set the agenda.Book
DDonnaOn the yearly plan

Twenty four hours for the year, not metered by the month. If March is the month that needs six of them, use six in March.

⏱ 24 hours✅ No monthly cap
∞When the 24 run outSame year

Buy another 24. There is no waiting for a renewal date to keep going.

💳 Top up any time

On yearly, the 24 hours are not metered monthly. Use six in March if March is the month, and buy another 24 in the same year if you get through them.

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 Beyond, 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 Beyond 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 Rise Together

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.

How do the 24 yearly hours actually work?

They are yours for the year rather than two per month. If one quarter needs six hours and the next needs none, that is fine and it is the reason the yearly option exists.

If you use all 24 before the year is up, you can buy another 24 in the same year. Nothing waits for a renewal date.

Is this the new Finance Friday?

Yes. Rise Beyond is what Finance Friday became, and it carries more: the monthly Money Reset call and the Office Hour are both included, which they were not before, and the weekly Money Hour comes with it.

If you are on Finance Friday now, nothing is being taken away from you. Talk to us and we will put you on whichever is better for you.

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

Reviews

Members on Rise Beyond, 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.

The top of the ladder

Somebody who has already seen your numbers.

Two hours a month with Donna, the monthly reset, the open room, the weekly live, and the whole system underneath it. This is the tier for the decision you do not want to make alone.

Join Rise Beyond, $600 a month → Compare with Rise Together

Signed, Donna