Skip to main content

Williams 360 Financial Advisory, LLC
  • Home
  • Approach
  • People
  • What to Expect
  • Contact

Financial advice with a big picture view.

Williams 360 Financial provides planning and investment management services that favor low-cost, passive management solutions - putting more of your money to work for you.


Contact Us

Our Approach

Williams 360 Financial founder Jason Williams never intended to become a financial adviser. Over the course of his life, he’d gotten the impression that advisers sold products that weren’t always in the customer’s best interest. It seemed a shame that people could not trust the very person they’d hired to help! In time, this led Jason to use his knowledge of finance to help family and friends. Eventually, he realized that people beyond his immediate circle also valued this kind of help, and Williams 360 Financial Advisory, LLC was born.

 

Transparency

You’ll clearly see what you pay for help planning, organizing and managing your finances. We get paid by you, and only you. No commissions, no “soft dollars”, no referral fees.

 

Education

You'll have a better understanding of your finances, at least at a big picture level. Understanding can lead to increased confidence, satisfaction and the ability to avoid pitfalls in the future. It can even be fun!

 

Value

Some people want one-time help creating a financial plan. Others value ongoing help with their investments. We strive to provide the help that provides the most value to you, at a reasonable price.

Jason Williams

Jason retired early in 2010 at age 50 following the sale of a business he'd started from his garage at age 35. Prior to that, he held corporate jobs in financial and general management after graduating from Harvard Business School in 1988. Upon selling his company he began helping friends and family members with financial planning. He became a Washington State Registered Investment Adviser in 2015.

Jason and his wife, Kay, have been married for over 35 years and have three sons - Ian, Josh and Taylor. In his spare time he enjoys biking, golf, and physical activities of most kinds.

Educational Background:

Masters of Business Administration, Harvard University, Cambridge, MA

Bachelor of Arts in Economics, Minor in Spanish, Brigham Young University, Provo, UT

Uniform Investment Adviser Law Examination (Series 65)

Coursework in Financial, Retirement, Insurance, and Estate Planning, American College of Financial Services, Bryn Mawr, PA

Business Experience:

Volunteer Personal Financial Advisory [2011-2015] Redmond, WA
Financial Plans, Tax Return Assistance, Investment Planning, Estate Planning & Management.

Milestones Products Company [1995-2011] Redmond, WA
Founder and President.  Supplier to Arts and Crafts Industry with operations in Redmond WA and Chicago, IL.  Sold to Castleray Private Equity.

Independent Small Business Consultant [1991-1995] Medina, WA

 

 

 

 

What to Expect

Developing a financial plan is an interactive journey between you and your financial advisor.

 

Homework

Since we are talking about your financial life, there is a bit of homework involved. Before your initial meeting, you will need to complete a confidential questionnaire and a risk tolerance assessment. You'll also need to compile a number of statements, policies and tax returns.

 

Introductory Meeting

Meet with your financial planner. This complimentary meeting will provide you an opportunity to talk about the goals you want to achieve. By the end of the meeting, your planner will have the information needed to provide a cost estimate for the development of your financial plan.

 

Develop a Financial Plan

Your planner will get to work! Analyzing all the pieces of data you provide, your planner will utilize their expertise and knowledge about how all the parts work (social security, college funding, home loans, pension plans, and so many more), lined up with your personal goals to form an overall approach.

 

Discuss

Meet again with your planner – who is now an expert on your true financial situation. You will be provided a detailed, written document that addresses the objectives that were defined in your initial meeting. This is a working plan that you will take with you and refer to again and again. At this meeting, your planner will answer all your questions about the recommendations and their implementation.

 

Implement

For clients who desire, Williams 360 can assist with plan implementation. This includes selecting an account custodian, setting up your accounts, and purchasing low-cost investments.

 

Review 

As your financial status, needs, and goals change, we realign your plan with them. This typically takes the form of an annual review. Your planner will contact you to see if this makes sense.

Home

 
 
 
 

Contact Us

Phone: 425-466-0694

Email: jason@williams360.financial

4642 175th Ave SE, Bellevue, Washington 98006

Get Directions

Disclosure

Williams 360 Financial Advisory, LLC is a registered investment adviser in the State of Washington.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration.  Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

 
 
 

© 2025 Williams 360 Financial Advisory, LLC. All rights reserved.