Money Mastery.The Money Mastery Collective
Rise Together

More support, builtinto your month.

Rise Together includes the full Money Mastery System, then adds a stronger monthly rhythm of live support with Donna. Bring your questions, work through your numbers, and keep moving with the Money Reset, Office Hours, and weekly Money Hour.

Group Money Reset every month
1
Office Hours session every month
1
The Money Hour, live with Donna
Weekly
A month. Cancel any time
$89.99
$89.99 a month

or $888 a year, saving $191.88 compared with monthly billing.

Join Rise Together → 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.
The Money Mastery Business dashboard showing business income, expenses and profit month by month. Example data.
How it works

Your monthly review, start to finish

Five simple steps take you through your monthly transaction review, and you can 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
01/22/26TARGET #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

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, and you stay in control of the final choice. 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

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
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
  • 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 your financial picture each time, and 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.

Join Rise Together →
Live support

What live support looks like

Rise Together includes everything in Rise, then adds two monthly ways to work with Donna: the group Money Reset and Monthly Office Hours. Each serves a different purpose, and both are built to help you use the numbers you already have.

Once a monthLive group reset

The Monthly Money Reset

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

  1. ArriveWith your numbers. Come with the month you just completed, a question you want to work through, or something you want another set of eyes on.
  2. AskWhat matters now. Bring the decision, number, or pattern you want help understanding, and Donna works through questions using the real situations members bring to the call.
  3. ShareYour screen, if you want. Members can choose to share their Money Mastery screen when seeing the numbers together will help answer the question.
  4. LeaveWith your next move. You leave knowing what deserves your attention next and what can wait, so the coming month starts with a clear next step.

The Money Reset happens live, and because members may share private financial information during the call, replays are not posted. The value is in being there, 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, where Donna teaches the topic, works through real examples, and opens the conversation for questions.

  1. LearnGo deeper on one topic. Each month the session focuses on one money or business topic chosen by members.
  2. ApplyConnect it to real decisions. See how the topic connects to your own numbers, pricing, cash flow, or planning.
  3. AskBring your own question. You can ask yours or learn from the questions other members bring, and someone else’s situation often gives you a new way to think about your own.

Office Hours happen 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 household, your business, or both, where each week Donna brings one practical topic and then opens the conversation for questions.

  1. FirstOne practical idea, said plainly. Pricing, paying yourself, debt, cash flow, or a season that came in lighter than expected.
  2. ThenDonna talks it through with you, sharing what she has seen work, what to consider, and how to think through the decision.
  3. 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, and learning the system itself has its own written guides and videos.

All three are included in Rise Together at $89.99 a month, alongside the full Money Mastery system you use every month.

Join Rise Together →
The Money Mastery Collective

Your first week in the Money Mastery Collective

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

Example posts. This preview shows what a conversation in the Money Mastery Collective can look like, and the posts and counts in it are illustrations.

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 memberYesterday

Question for everyone: I have no idea what I spent on groceries versus eating out, because it is all one card. Does anyone separate it, or do you just accept the blur?

17 liked this12 replies
A memberToday

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

9 liked this
DDonnaToday

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 part of the everyday conversation here. Reading how someone else asks about the thing you have been wondering about often helps your own answer take shape.

The Monthly Money ResetThis month
The Monthly Money Reset with DonnaA live group session for Rise Together members, once a month.Join
DDonnaBefore the reset

Bring the month you just finished and the question you want to work through. Share your screen if seeing the numbers together will help, or listen and learn from the conversation.

Questions welcome
After the resetThis month

The coming month starts with one clear next step, and you know what can wait until later.

Your next move

A live group session with Donna, once a month. Donna works through the real situations members bring, and because members may share private financial information, the reset is live only and replays are not posted.

Join Rise Together → 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.
Questions welcome, any timePost a question when it comes up and return to perspectives from other women business owners who understand the kind of money decisions you are making.
See how other members handle real decisionsRead conversations about pricing, cash flow, debt, profit, paying yourself, growth, and the everyday decisions that come with running a household, a business, or both.
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 money 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 Together includes the complete Rise system, plus the additional live support and member content above.

Five workbooks, one financial lifePersonal, Business, Net Worth and Legacy, the Debt Center, and Cash Management are five digital workbooks that work together, so your financial picture carries across the whole 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 Together.
See it move

A few seconds of the system at work.

How can I spend less on food?Clarity AI shows where a change would make the biggest difference.
Every receipt on its transactionUpload it once, and it is there when you or your accountant need it.
Your monthly review, in secondsClarity suggests a category from how you labeled that vendor before. You approve 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 Together sits

Rise Together includes everything in Rise, including the weekly Money Hour, then adds the Monthly Money Reset, Monthly Office Hours, weekly strategy posts, and biweekly insights from Donna. Rise Beyond keeps all of that and adds private 1:1 coaching. You can change your membership any time from your Membership Hub.

Swipe the table sideways to see all four memberships.

What each membership includes
 La SogliaFreeRise$49.99Rise Together$89.99Rise Beyond$600
The five workbooksNot included·IncludedIncludedIncluded
Statement uploadNot included·IncludedIncludedIncluded
Smart categorizationNot included·IncludedIncludedIncluded
16 reports and the custom builderNot included·IncludedIncludedIncluded
Clarity AIIncluded, 5 questions each monthIncluded, Unlimited questionsIncluded, Unlimited questionsIncluded, Unlimited questions
The Money Reflection of the DayNot included·IncludedIncludedIncluded
The Money Hour, weekly with DonnaNot included·IncludedIncludedIncluded
Group Money Reset each monthNot included·Not included·IncludedIncluded
Monthly Office HoursNot included·Not included·IncludedIncluded
Weekly strategy post from DonnaNot included·Not included·IncludedIncluded
Biweekly insight clips from DonnaNot included·Not included·IncludedIncluded
Private 1:1 coaching with DonnaNot included·Not included·Not included·Included, 2 hours a month, or 24 a year

Read another membership: La Soglia Rise 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 for every screen and a video walkthrough for each workbook 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 Together 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 Together-only tools, live support, and paid-system benefits end when your paid membership ends.

Is there a contract?

No. Monthly Rise Together 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 the Money Reset private 1:1 coaching?

No. The Monthly Money Reset is a live group session with Donna and other Rise Together members. You can bring a question, choose to share your screen, or learn from the questions other members bring. Private 1:1 coaching with Donna begins at Rise Beyond, which starts with a conversation with Donna.

What if I cannot make the Monthly Money Reset?

The Money Reset is a scheduled live group session each month rather than an individual call you schedule yourself, so if you cannot attend one, the next live Money Reset is the following month. Replays are not posted, because members may share private financial information during the session.

In between, the weekly Money Hour is live with Donna, and its replays are there whenever you want to watch on your own time.

Is $89.99 the whole price?

Yes. $89.99 a month includes everything in Rise, plus the Monthly Money Reset, Monthly Office Hours, weekly strategy posts from Donna, and biweekly insight clips. Annual billing is $888, saving $191.88 compared with twelve monthly payments.

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

More support, built into your month

A monthly rhythm for putting your numbers to work.

Rise Together gives you the full Money Mastery System, weekly Money Hour, Monthly Money Reset, Monthly Office Hours, and ongoing guidance from Donna to help you keep using what your numbers are telling you.

Join Rise Together → Compare with Rise Beyond

With you, Donna