Prayer Square Money Concepts

Check out our latest video as we get interviewed by Sunbury Christian Church.

Bringing clarity, confidence, & connection to every stage of your life

Rooted in Community. Committed to You.

At Money Concepts Sunbury, we believe financial advice shouldn't be a luxury—it should be clear, accessible, and rooted in relationships. That’s why we created The Pineapple Formula—our unique approach to making financial planning easier to understand and more aligned with your real-life goals.

Whether you're saving for a home, preparing for retirement, or just trying to make sense of your next financial move, we're here to offer personalized support and practical strategies. We’re passionate about helping you bring clarity to your finances and confidence to your future.

And because we know life happens beyond the balance sheet, we’re proud to show up in our community—hosting educational workshops, supporting local events, and sharing moments that matter with the people we serve.

Let’s connect and build something meaningful—together.

Welcome to Our Learning Center!

Welcome to our Learning Center, designed for real conversations, real questions, and a comfortable place to grow your financial knowledge.

Pathfinders College and Career Planning

At Money Concepts Sunbury, we are proud to support Pathfinders College and Career Planning, a dedicated service guiding students and families through one of the most important journeys in life—higher education and career preparation.

Whether your student is just beginning their college search or needs help navigating applications and financial planning, Pathfinders is here to empower them to make smart, strategic decisions for their future.

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The spot that overlaps between what matters to you and what we can control … That is where we live to serve you!

Mission and Values

Our mission is to empower individuals to pursue their dreams without financial constraints. We believe in the power of community and are committed to fostering a supportive environment for our clients. Our motto, "The more you do for others, the more you do for you," reflects our dedication to giving back and creating a positive impact.

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Our Commitment

Our commitment to you goes beyond financial planning. We genuinely care about your well-being and success. We're here to listen, understand, and provide guidance every step of the way. We've developed a proprietary process, The Pineapple Formula, to simplify complex financial concepts and help you achieve your financial goals.

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Client-Centric Approach

We treat every client as an individual, not a number. Your financial story is unique, and our approach is tailored to your specific needs and goals. We're dedicated to building long-lasting relationships based on trust, transparency, and exceptional service.

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Let's Connect!

Join Our Community

Are you ready to embark on your financial journey with us? Interested in the Pineapple Formula? We'd love to hear from you! Please reach out with any questions, inquiries, or to learn more about how we can help you achieve your financial goals.

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