Our Approach
At Williams 360 Financial Advisory, we provide comprehensive financial planning and investment management services. Our approach favors low-cost, passive management solutions, putting more of your money to work for you.
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.
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, at a reasonable price.
Jason Williams, CFP®
Jason Williams is the founder and president of Williams 360 Financial Advisory, a Bellevue-based firm he established in 2015 after retiring at age 50. His journey into financial advising began informally – helping friends and family manage their finances after selling a successful business he built from his garage. That experience, combined with his passion for financial planning, led him to become a Washington State Registered Investment Adviser and a CERTIFIED FINANCIAL PLANNER™ professional.
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Jason’s career spans corporate leadership, entrepreneurship, and consulting. After earning his MBA from Harvard Business School in 1988, he held roles in financial and general management before launching Milestones Products Company in 1995. He led the company for 16 years until its sale in 2011.
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With a B.A. in Economics from Brigham Young University and a minor in Spanish, Jason brings both analytical rigor and a personal touch to his work. His firm reflects his belief in transparent, values-based financial planning.
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Jason and his wife, Kay, have been married for over 40 years and have three sons. He enjoys staying active through hiking, biking, golf, and other outdoor pursuits. His mission is to help clients achieve financial peace of mind through thoughtful, personalized guidance.
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 plan that addresses the objectives defined in your initial meeting. 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.
Contact Us
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Phone: 425-466-0694
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Email: contact@williams360.financial
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4642 175th Ave SE, Bellevue Washington 98006
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.