Effective Date: 4/11/2025
At In Shape Financial Solutions, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or use our services.
1. Information We Collect
We may collect the following personal information when you:
• Fill out a contact form
• Schedule a consultation
• Register for an event or newsletter
• Interact with our website
This may include:
• Name
• Email address
• Phone number
• Mailing address
• Any details you provide voluntarily during consultations or sign-ups
2. How We Use Your Information
We use your information to:
• Schedule and manage appointments or consultations
• Send you updates, resources, and event invitations
• Respond to your inquiries
• Improve our website and services
We do NOT sell, trade, or rent your personal information.
3. Third-Party Services
We may use trusted third-party tools (such as Calendly, Eventbrite, or Mailchimp) to help us manage bookings, emails, and events. These services have their own privacy policies, which we recommend you review.
4. Cookies
Our website may use cookies to improve user experience and track website traffic. You can disable cookies through your browser settings.
5. Your Rights
You have the right to:
• Request access to the personal information we hold about you
• Unsubscribe from our emails at any time
• Request that we update or delete your personal information
6. Security
We take appropriate steps to protect your personal information from unauthorized access or disclosure.
7. Contact Us
Text Messaging & Communication
By submitting your phone number through this website or during appointment booking, you agree to receive SMS (text) messages from In Shape Financial Solutions. These messages may include appointment reminders, service updates, educational resources, or follow-ups related to your inquiry.
• Message and data rates may apply
• Message frequency may vary
• You may opt out at any time by replying STOP
We value your privacy and will never sell or share your phone number with third parties for marketing purposes.
If you have any questions about this Privacy Policy, or if you’d like to request a copy of your information, please contact us at:
In Shape Financial Solutions
4009 Corning Pl STE E2-118 Charlotte, NC 28216
704-626-1492
TERMS OF USE
Effective Date:4/11/2025
By accessing and using this website (www.inshapefinancialsolutions.com), you agree to comply with the following Terms of Use. Please read them carefully.
1. Purpose of the Site
This website is for informational and educational purposes only. It is not intended to provide specific financial, legal, or medical advice.
2. Use of Content
All content, including text, graphics, logos, and images, is the property of In Shape Financial Solutions unless otherwise noted. You may not reproduce or distribute any content without written permission.
3. No Guarantees
While we strive to provide accurate and up-to-date information, we make no guarantees as to the completeness or accuracy of any content.
4. Third-Party Links
This website may include links to external sites. We are not responsible for the content, privacy, or security of those third-party sites.
5. Disclaimer
All financial decisions should be made based on your own research and in consultation with a qualified professional. Your use of this website does not create a client-advisor relationship unless agreed upon separately.
6. Modifications
We reserve the right to update or change these Terms at any time without notice. Your continued use of the site indicates acceptance of those changes.
7. Contact Us
If you have any questions about these Terms of Use, please contact us at:
Info@inshapefs.com 707-626-1492
⸻
Disclaimer
The information provided on this website by In Shape Financial Solutions is for general educational and informational purposes only and is not intended as, nor should it be considered a substitute for, professional financial advice.
While we are licensed professionals, viewing this site or contacting us through it does not establish a financial advisor-client relationship. Each individual’s financial situation is unique. You should consult with a licensed advisor or other qualified financial professional to determine the best options for your personal needs.