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The same Money Mastery. Now with the full system.

You already have the Net Worth Tracker and your place in the Money Mastery Collective, and neither goes away when you upgrade. What comes next is the full system, all five digital workbooks, and The Money Hour, where Donna is live with the Money Mastery Collective every week.

Rise starts at $49.99 a month, and you can cancel any time.

Read on

What Rise adds

You know your number, and this is what comes after it.

La Soglia gives you one honest picture of where you stand. Rise adds the full system for the months in between, with Donna live in the Money Mastery Collective every week.

The full system. All five digital workbooks, Personal, Business, Net Worth and Legacy, the Debt Center and Cash Management, work together so your whole financial life sits in one place.
Upload a statement. You download your statement as a CSV, PDF or Excel file and upload it yourself, Money Mastery reads it, and you approve what comes in. Money Mastery is intentionally designed without a bank connection, so your bank credentials stay outside the system.
The categorization screen. Your past choices come back as suggestions on similar transactions, and you can apply a choice to many rows at once, split a purchase between business and personal, attach a receipt, and let auto-save keep your work as you go.
16 reports. They include Profit and Loss, spending trends, income sources, needs against desires, savings rate and recurring payments, and the custom report builder lets you shape one yourself.
Unlimited Clarity AI questions. Ask about your own numbers as often as you like, and Clarity answers by reading your current data.
Your accountant. Guest access and report sharing are separate options, so you can share a Profit and Loss with your accountant without sharing your entire workbook.
Money Reflection of the Day. A reflection from Donna is waiting for you in the Money Mastery Collective each morning.
The Money Hour. Donna is live in the Money Mastery Collective every week, and you can bring your questions to her there.
The Money Mastery categorization screen, where Clarity AI suggests a category from how you labeled that vendor before. Example data.
The categorization screen. Vendors you have labeled before arrive with a suggestion filled in, so the month sorts in minutes. Example data.
Money Mastery reports, sixteen in all, each built from your own numbers. Example data.
A finished report, ready to read. There are 16 of these plus a custom builder, and a report can go to your accountant without the whole file.

Membership

Four memberships, and you go as far as you want.

Every paid membership carries the whole Money Mastery system, and what changes between them is how much of Donna's time and attention comes with it.

Where you are now

La Soglia

The threshold. Free, and free to keep.

Free

the tracker stays free

  • The Net Worth Tracker, personal and business
  • Build Your Own Portfolio, by ticker
  • Clarity AI, 5 questions each month
  • Money Reflection, twelve prompts
  • Discussion Feed and Daily Blog
You already have this

Everything here stays yours when you join.

Most chosen

Rise

The full Money Mastery system, with Donna live every week.

$49.99

a month, or $499.99 a year

  • Money Mastery Personal, Business, Net Worth, Debt and Cash
  • Statement upload: CSV, PDF and Excel
  • The categorization screen, splits, receipts, auto-save
  • 16 reports and a custom report builder
  • Unlimited Clarity AI questions
  • Guest and accountant access
  • Money Reflection of the Day
  • The Money Hour
Join Rise

Secure checkout, and you can cancel any time.

 

Rise Together

More support, built into your month.

$89.99

a month, or $888.00 a year

  • Everything in Rise
  • Monthly Money Reset Call with Donna
  • Monthly Office Hours, on a topic members vote for
  • The weekly Donna strategy post
  • Biweekly Donna insight clips
Join Rise Together

Secure checkout, and you can cancel any time.

 

Rise Beyond

Private coaching, built around your numbers.

$600

a month, or $6,000 a year

  • Everything in Rise Together
  • A private channel with Donna in the Money Mastery Collective
  • 2 private coaching hours a month
  • A quarterly 1:1 review of your actual numbers (annual plan)
Apply for Rise BeyondPrefer to talk instead? Schedule a call

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

Prices in US dollars. Annual is billed once for twelve months. You can move to another membership any time from your hub, and everything you have categorized stays where it is. You can cancel from your hub at any time, and an annual membership runs to the end of the year you paid for.

Side by side

Every membership, in full.

The Money Mastery Collective is part of every membership, starting with La Soglia.

 La SogliaRiseRise TogetherRise Beyond
The tools
Net Worth Tracker, personal and business✓✓✓✓
Build Your Own Portfolio✓✓✓✓
Projection timeline✓✓✓✓
Clarity AI5 questions each monthUnlimited questionsUnlimited questionsUnlimited questions
Money Mastery Personal·✓✓✓
Money Mastery Business·✓✓✓
Money Mastery Debt·✓✓✓
Money Mastery Cash Management·✓✓✓
The monthly work
Statement upload, CSV, PDF and Excel·✓✓✓
Categorization screen, splits, receipts, auto-save·✓✓✓
Dashboard, monthly and yearly overview·✓✓✓
Savings goals and bill tracking·✓✓✓
Reports, and a custom report builder·✓✓✓
Guest and accountant access·✓✓✓
The Money Mastery Collective
Discussion Feed✓✓✓✓
Daily Blog✓✓✓✓
Money Reflection of the Day·✓✓✓
The Money Hour·✓✓✓
Monthly Money Reset Call··✓✓
Monthly Office Hours, voted topic··✓✓
Weekly Donna strategy post··✓✓
Biweekly Donna insight clips··✓✓
Time with Donna
Private channel with Donna in the Money Mastery Collective···✓
Private coaching hours with Donna···2 a month, or 24 a year
Quarterly 1:1 numbers review (annual plan)···✓

Scroll the table sideways on a narrow screen. The feature column stays put.

Before you decide

Questions people ask us first

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.

You have already taken the first step and looked at your numbers.

What comes next is the steady work of the months in between, and it goes better with the full system and the Money Mastery Collective you are already part of.

With you, Donna