Stone Consulting Group goes up in a helicopter and looks at your entire financial picture at one time. They look at your entire financial situation on a cross-disciplinary basis, not just from a legal or account perspective, but across the board. This allows Stone Consulting Group to identify both coordination gaps as well as financial planning opportunities.
Their clients have found that the difference between merely having their work done vs. having it done as well as possible can mean greater confidence in their plans and potentially saving a substantial amount of money.