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Money Mastery System - Complete Financial Dashboard
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Financial Dashboard
Advanced Reporting
Custom Report Builder
Credit Card Debt Center
Long-Term Debt Tracker
The Collective Community
Group Support

Momentum

The complete Money Mastery system plus Monthly Money Reset Group Calls for ongoing accountability and community support throughout the year.

50+ Five-Star Reviews*
$1,488 /year

Just $4.08/day

Secure checkout

Purchase Momentum
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What's Included:

  • Full Money Mastery System (Personal + Business)
  • Clarity AI Assistant
  • 45-min Onboarding Call ($150 value)
  • Link up to 10 accounts (CSV, PDF, Excel)
  • 420 Categories (20 income + 400 expense)
  • Custom Reports + Debt Payoff Tools
  • Net Worth Tracker + Savings Goals
  • 12 Monthly Money Reset Group Calls
  • FREE Lifetime Money Mastery Collective

Perfect For You If:

  • You thrive with group accountability and community support
  • You want monthly check-ins to stay on track with your finances
  • You'd benefit from hearing how others manage their money
  • You want Q&A opportunities with Donna in a group setting
  • You know consistency is key and want built-in motivation
Business owner working on finances
Exclusive to Momentum

Monthly Money Reset Calls

Join Donna and your fellow Money Mastery members every month for a live group call designed to keep you accountable, answer your questions, and help you reset your financial focus. Live calls only - not recorded for your privacy.

12 Calls Per Year

Monthly sessions scheduled in advance so you can plan ahead

Group Accountability

Connect with other business owners on the same journey

Live Q&A with Donna

Get your questions answered in real-time

Monthly Reset Focus

Review the past month and set intentions for the next

What Happens on a Money Reset Call

1 Check-in: Share wins and challenges from the month
2 Review: Go over key metrics and progress
3 Q&A: Get your questions answered live
4 Reset: Set intentions and goals for next month

Everything Included in Momentum

All Self Starter features plus group support

Monthly Money Reset Calls

  • 12 live group calls per year
  • Group accountability
  • Live Q&A with Donna
  • Live calls only (not recorded for privacy)
  • Priority support

Full Money Mastery System

  • Personal Money Map dashboard
  • Business dashboard with P&L
  • Link up to 10 accounts
  • CSV, PDF, Excel support
  • 3 businesses (Coming Soon)

Clarity AI Assistant

  • AI-based categorization
  • Auto-fill predictions
  • Custom AI reports
  • 420 categories
  • Mass apply categories

Complete Tracking

  • 100,000 transactions/year
  • Split transactions
  • Receipt attachment
  • Transfer tracking
  • International currencies

Reports & Sharing

  • All transactions report
  • Profit & loss reports
  • Spending trends
  • Share with 3 guests + PIN
  • Needs vs desires

Support & Training

  • 45-min onboarding call
  • Step-by-step tutorials
  • Built-in tutorials
  • Priority support
  • FREE lifetime Collective
Success Stories

What Our Members Are Saying

50+ Five-Star Reviews*

*Reviews reflect experiences with Donna Roggio's coaching services

"

"The monthly calls are a game-changer! Having that built-in accountability keeps me on track even when life gets busy. Plus, hearing how others handle their finances gives me new ideas."

LR

Lisa R.

E-commerce Owner

"

"Donna has exceeded my expectations! She is so knowledgeable, patient, effective, and she truly helps you get the job done. My team and I are so grateful for her help!"

DA

Dulce Astolfi

Sorelle Studio

"

"Working with Donna has been transformational. She brings clarity to chaos and helps you build systems that actually work for your life. The group calls add so much value!"

FR

Francesca Rivetti

Business Owner

Explore Other Plans

Self Starter ($888/year)

Full system access without the monthly group calls. Perfect if you prefer working independently.

Learn more →

Fierce Financials ($7,200/year)

Add private 1:1 coaching with Donna for personalized guidance and rapid transformation.

Learn more →

Ready to Build Momentum?

Join the community and stay on track all year for just $4.08/day

$1,488 /year

Secure checkout • All sales final

Important Information

  • All sales are final. No refunds due to the immediate access nature of digital products.
  • You will receive access to the Money Mastery system within 5 business days of purchase.
  • Your 45-minute onboarding call will be scheduled within 7 days of purchase.
  • Monthly Money Reset calls are scheduled in advance. Live calls only - not recorded for your privacy (members share screens and personal data).
  • Auto-Renewal: Plans auto-renew annually unless cancelled 30 days before renewal date. See Terms of Service for details.