Rise Beyond

Private coaching, builtaround your numbers.

Rise Beyond brings the full Money Mastery System together with private strategy and coaching with Donna. Your numbers are the starting point, and pricing, profit, cash flow, growth, debt, offers, hiring and the decisions behind your business and your life can all come into the conversation.

Private coaching hours a month, with monthly membership: 2
Private coaching hours a year, with annual membership: 24
Monthly group sessions, plus weekly Money Hour: 2
A month. Cancel any time: $600

$600 a month

or $6,000 a year, saving $1,200 compared with monthly billing.

Apply for Rise Beyond →Prefer to talk instead? Schedule a call See how private coaching works →

Rise Beyond begins with a free conversation with Donna, so the two of you can be sure it is the right fit before you enroll.

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

Preview your transactions before adding them. You can edit the file first, adjust date formatting, and correct income or expense direction when needed. 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⋮☐

Clarity gives you a starting suggestion for each transaction. Review it, change it when needed, add a need or desire label, split a purchase, or attach a receipt. You stay in control of the final choice. 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

Money Mastery checks the math before the split is applied, so both sides add back to the original transaction total.

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 update from the numbers you have already entered, so the views are ready when you want them. 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?

Clarity reads the numbers already in your Money Mastery system, so you can ask questions without re-explaining the financial picture each time. It can also flag items that may deserve a second look.

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.

Apply for Rise Beyond →Prefer to talk instead? Schedule a call

Private coaching

What private coaching with Donna looks like

Rise Beyond includes everything in Rise Together, then adds private coaching time with Donna. This is where your Money Mastery numbers meet the decisions behind your business and your life.

Private 1:1 coaching2 hours each month

Your time with Donna, on your agenda

You have 2 private coaching hours a month, or 24 a year with annual membership, to work on what matters most right now. Your numbers can lead the conversation without limiting it, so bring the pricing decision, growth plan, cash flow question, offer, hire, debt decision, business strategy or next move you want to think through.

You set the agendaPricing, profitability, an offer, a hire, cash flow, growth, debt, a difficult decision or the year ahead: bring whatever matters most to you now.
Monthly membershipIncludes 2 private coaching hours a month. Hours you do not use carry over for 12 months from the date they were paid for, and the next 2 hours open to schedule once the next payment goes through.
Annual membershipAll 24 private coaching hours are yours from the start, to schedule in any pattern across the twelve months from joining. Two hours a month is a good rhythm, and the timing is yours. Coaching hours do not carry over after a membership ends.
Need more time?You can add an extra hour with Donna, $200, whenever you would like more time.

Schedule your private sessions from your member hub, based on Donna’s available calendar. Private coaching sessions are recorded, and the recording is shared directly with you.

Between sessionsPrivate channel

Your private channel with Donna

Your private channel with Donna lives in the Money Mastery Collective and gives you a place to keep the conversation moving between coaching sessions. Bring updates, questions or context whenever they come up.

Every quarter1:1 with Donna

Quarterly numbers review

Annual Rise Beyond members have access to a 60-minute quarterly numbers review with Donna. It is separate from your 24 private coaching hours and gives you time to step back from the month-to-month details, review what changed, and look at what deserves your attention next.

Group sessions, included as well

Your private coaching hours are separate from the group sessions, and Rise Beyond includes those too: the Monthly Money Reset and Monthly Office Hours that come with Rise Together, and the weekly Money Hour live in the Money Mastery Collective.

Once a monthLive group reset

The Monthly Money Reset

A live group reset with Donna focused on putting your Money Mastery numbers to work. Bring a question, share your screen if you choose, or listen as other members work through theirs.

Arrive with your numbersCome with the month you just completed, a question you want to work through, or something you want another set of eyes on.
Ask what matters nowBring the decision, number or pattern you want help understanding. Donna works through questions using the real situations members bring to the call.
Share your screen if you wantMembers can choose to share their Money Mastery screen when seeing the numbers together will help answer the question.
Leave with your next moveYou leave knowing what deserves your attention next and what can wait, which is worth more than another list of financial tasks.

Money Reset replays are not posted because members may share private financial information during the session. The value is in being there live, whether you bring a question, share your screen, or listen and learn from the conversation.

Once a month · 12 PM ETMember-chosen topic

Monthly Office Hours

A monthly working session with Donna built around a topic members choose. Donna teaches the topic, works through real examples, and opens the conversation for questions.

LearnGo deeper on one money or business topic chosen by members.
ApplySee how the topic connects to your own numbers and to real decisions about pricing, cash flow or planning.
AskBring your own question or learn from the questions other members bring. Often someone else’s situation gives you a new way to think about your own.

Office Hours are live, giving members space for real conversation and questions.

Every Monday20 to 30 min

The Money Hour

A live 20 to 30 minute conversation inside the Money Mastery Collective about the money decisions behind your business and 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, asked your way. Ask in the chat or unmute, whichever feels more comfortable.

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

Begin with a conversation

Apply for Rise Beyond

Every Rise Beyond membership starts with a free conversation with Donna, a chance to talk through what you would like private coaching to help with before you enroll. Places are limited, because each member’s coaching hours are time set aside on Donna’s calendar.

Apply for Rise Beyond →Prefer to talk instead? Schedule a call

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 are building businesses and financial lives of their own.

Example posts. An illustrative preview of the Money Mastery Collective: the posts and numbers below are examples of what a conversation there 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 that I do.

11 liked this

One short reflection each morning. Read it when it serves you, and it will still be there when you come back.

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.

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

Good question, and one that comes up a lot. I split the Target runs and left the rest alone for two months. 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

Questions are a normal part of the conversation here, and seeing someone else ask yours shows you how many people are thinking about the same thing.

Your hoursYours to use

Your private coaching2 private coaching hours a month with Donna, or 24 a year with annual membership, for the business, money, or life decisions that matter most now. You set the agenda.Schedule

DDonnaAnnual membership

With annual membership, you can schedule your 24 private coaching hours whenever you like across the year, in the rhythm that fits your business and your life.

24 hoursYour rhythm

More time with DonnaWhen you want it

Rise Beyond members can add an extra hour with Donna, $200, whenever they would like more time.

An extra hour, $200

With annual membership, your 24 private coaching hours follow the rhythm of your year. Schedule them whenever you like, use more time during a busy season or a major decision and less when you do not need it, and add an extra hour with Donna, $200, whenever you would like more time.

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 businesses and their lives right now.

Perspective when a question comes upPost 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 members handle real decisionsRead conversations about pricing, cash flow, debt, profit, paying yourself, growth, and the decisions that come with running a business and a financial life of your own.

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, understanding your profit, or making a strong business decision gets celebrated, and you will find yourself cheering for other members’ progress right alongside your own.

The software

And the full Money Mastery system underneath it

Rise Beyond includes the complete Money Mastery system and every Rise Together benefit, plus private access to Donna.

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, and your past choices come back as suggestions on similar transactions.

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 DriveYour digital workbooks remain in your Google Drive if you cancel Rise Beyond.

See it move

A few seconds of the system at work.

Where did the food money go?Groceries, eating out and delivery, added up in seconds.

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

Every receipt on its transactionUpload it once, and it is there when you or your accountant need it.

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 Beyond sits

Rise Beyond includes everything in Rise Together, then adds private coaching and a private channel with Donna. Annual members receive all 24 private coaching hours at the start of their 12-month membership and have access to quarterly numbers reviews.

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, no bank login	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
Group Money Reset each month	Not included·	Not included·	Included	Included
Monthly Office Hours	Not included·	Not included·	Included	Included
Weekly strategy post from Donna	Not included·	Not included·	Included	Included
Biweekly insight clips from Donna	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
Private channel with Donna	Not included·	Not included·	Not included·	Included
Quarterly numbers review available to annual members	Not included·	Not included·	Not included·	Included
Flexible use of 24 private coaching hours	Not included·	Not included·	Not included·	IncludedWith annual membership

Quarterly numbers reviews are separate from the 24 private coaching hours.

Read another membership: La Soglia Rise Rise Together

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. You will also receive the information you need to schedule private coaching and use your Rise Beyond benefits.

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

What can I use my private coaching time for?

The conversation can start with your Money Mastery numbers and go wherever your business and your life need it to go. Pricing, profitability, cash flow, debt, offers, growth, hiring, planning, business decisions, or something happening in your personal financial life can all be part of the work.

Does the Monthly Money Reset use one of my private coaching hours?

No. The Monthly Money Reset and Monthly Office Hours are group benefits included through Rise Together and are also included in Rise Beyond. Your private coaching hours with Donna are separate.

What is the difference between monthly and annual coaching hours?

Monthly Rise Beyond includes 2 private coaching hours a month, and unused monthly hours do not roll forward. Annual Rise Beyond includes 24 private coaching hours a year, which you can schedule whenever you like across your membership year, giving you more flexibility to use the time when your business or your life needs it most.

How do the 24 annual coaching hours work?

Annual members have all 24 private coaching hours from the start, to schedule in any pattern across the twelve months from joining. Two hours a month is a good rhythm, and the timing is yours.

Monthly members have 2 private coaching hours each month. Hours you do not use carry over for 12 months from the date they were paid for, and the next 2 hours open to schedule once the next payment goes through.

Sessions are scheduled at least 24 hours ahead, and changes need 24 hours’ notice too. Times are first come, first served, so many members keep a recurring time each month. Coaching hours do not carry over after a membership ends. Whenever you would like more time, you can add an extra hour with Donna, $200.

Is there a limit on how many people are on this membership?

Yes. Rise Beyond includes private time with Donna, so the number of members is limited by the coaching time available on her calendar. Enrollment opens when capacity is available.

If Rise Beyond is currently full, you will know before enrolling and can choose whether you want to wait for the next available opening.

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 Beyond 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 Beyond coaching, private access, and paid-system benefits end when your paid membership ends. Coaching hours are used within your membership year and do not carry over after a membership ends.

Is there a contract?

No. Monthly Rise Beyond 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.

Something not answered here? Ask us and a person replies, or schedule a free conversation with Donna and ask her directly.

Private coaching + Money Mastery

Your numbers, the decisions behind them, and private time with Donna to think them through.

Rise Beyond gives you the full Money Mastery system, every Rise Together benefit, private access to Donna, and dedicated coaching time for the decisions shaping your business and financial life. It all begins with a free conversation with Donna, where the two of you can decide together whether Rise Beyond is the right fit.

Apply for Rise Beyond →Prefer to talk instead? Schedule a call Compare with Rise Together

With you, Donna

The five workbooks

What you touch each month

Compare and choose

The four memberships

Start here

Help and answers