In Shape Financial Solutions

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In Shape Financial Solutions We are honored to support clients at every stage of their financial journey.

At In Shape Financial Solutions, we specialize in guiding individuals toward financial strength through personalized strategies for retirement, Medicare, insurance, and beyond.

📞 Call In Shape Financial Solutions at 704-626-1492 to schedule your Medicare review!
10/13/2026

📞 Call In Shape Financial Solutions at 704-626-1492 to schedule your Medicare review!

10/10/2026

Another Saturday, another room full of knowledge! 🦋

Nettie Reeves was back at it today, sharing valuable insights on retirement income and Medicare.

Were you in the room? If not, we hope to see you at our next workshop!

Join Nettie Reeves for a Lunch & Learn workshop, where we’ll break down strategies for creating reliable income in retir...
10/08/2026

Join Nettie Reeves for a Lunch & Learn workshop, where we’ll break down strategies for creating reliable income in retirement while protecting what you’ve built from unexpected Medicare costs.
📅 Saturday, October 10
⏰ 12:00 PM to 1:00 PM
📍 Charlotte, NC 28206
🥪 Lunch is provided!
Reserve your seat today: https://go.levitate.ai/?s=ebf2iUQ9Ij&source=event

10/05/2026

Learn how this Saturday at our upcoming Lunch & Learn workshop, where we’ll break down strategies for creating reliable income in retirement while protecting what you’ve built from unexpected Medicare costs.

📅 Saturday, October 10
⏰ 12:00 PM to 1:00 PM
📍 Charlotte, NC 28206
🥪 Lunch is provided!

Reserve your seat today: https://go.levitate.ai/?s=ebf2iUQ9Ij&source=event
(or use the link in our bio!)

10/04/2026

Nettie is giving you a behind-the-scenes look at last weekend’s Golden Years Garden Party before the festivities began! We had the best time with our friends from St. Paul and St. Luke Senior Ministries!

Ready to feel more confident about your financial future? Send us a DM to connect with a licensed financial professional...
09/29/2026

Ready to feel more confident about your financial future? Send us a DM to connect with a licensed financial professional or visit inshapefinancialsolutions.com 💫

The Annual Enrollment Period (AEP) is your yearly opportunity to review your Medicare coverage and make changes for the ...
09/27/2026

The Annual Enrollment Period (AEP) is your yearly opportunity to review your Medicare coverage and make changes for the year ahead. Plans and coverage can change from year to year, so it’s important to review your plan each year to make sure your coverage, costs, medications, and providers still fit your needs.

Have questions about your Medicare options? Send us a DM or call (704) 626-1492

What tree are you going to plant before the week is through? 🌱
09/24/2026

What tree are you going to plant before the week is through? 🌱

09/22/2026

How do you define a Happy Retirement?🤔💭 Let us know!

Happy Monday!Learning, growing, and evolving into financial peace starts with one intentional step. Send us a message to...
09/21/2026

Happy Monday!
Learning, growing, and evolving into financial peace starts with one intentional step.
Send us a message to move forward with confidence!⬅️

Address

10130 Perimeter Parkway, Ste. 200
Charlotte, NC
28216

Opening Hours

Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 4pm

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