I love to travel with my wife and family, especially to the beach!
Meet Jeff
I'm Jeff Underwood. This is my beautiful bride of 27 years, Terri. We love traveling to the beach. Since we don't have one in Arizona, we like to go to Mexico. One of the ways we have been LIVING rightsized is by choosing to travel and see the world instead of buying certain luxuries.
I have been in the real estate, mortgage, and banking industries for the past 20 years. I like to add financial coaching to my clients' real estate planning.

More About Me
The 'LIVING rightsized' Approach
The LIVING rightsized approach combines financial coaching with real estate planning to significantly impact our clients' lives.
Helping people start on the path to financial independence brings more than just financial rewards. It maximizes your potential to achieve your goals and accomplish dreams you never thought possible.
I would love to help you.
Reach out to me to discuss your financial goals or real estate needs so that you can make an informed decision.