Four memberships. One Money Mastery Collective.

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.

Your Net Worth Tracker stays right where it is. Upgrading adds the paid Money Mastery tools and support included with your new membership. If you return to La Soglia later, you still have the Net Worth Tracker and the Collective.

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.

Yes. You can move to another membership any time from your hub, and the Money Mastery work you have already done stays in place. Moving up adds more of the system or more access to Donna, and Rise Beyond begins with a conversation with Donna.

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.

Only the people you choose to invite. Your Money Mastery digital workbooks are shared privately with your own Google account.

Guest access and report sharing are separate options, so you can share a Profit and Loss with your accountant without sharing your entire workbook. Access can be removed when you choose.

Rise Beyond is for people who want the full Money Mastery system along with private coaching and individualized access to Donna.

It includes everything in Rise Together, plus private coaching hours with Donna, a private channel with Donna in the Money Mastery Collective, and, for annual members who pay for the year in full, quarterly 1:1 reviews of your numbers. Annual members have 24 private coaching hours a year, and monthly members have two one-hour coaching calls a month. Your Money Mastery numbers can be the starting point, and the coaching can also include pricing, profitability, cash flow, debt, offers, hiring, growth, planning, and the decisions behind your business if you run one.

Because Rise Beyond includes private coaching time, enrollment is limited by Donna’s available calendar. Rise Beyond begins with a conversation with Donna, who speaks with each person before they join. Apply for Rise Beyond to reserve your time with her.

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.