Begin Your Tax-Smart Journey
You don’t need every detail figured out—you just need to start.
Our first step is simple: a Coffee Connect. We’ll listen to your story, understand your tax picture, and share where you may be able to keep more of what you’ve earned.
Your wealth has a story. Let’s make it tax-smart and enduring.
What You Can Expect
A welcoming, no-pressure conversation
A quick look at your biggest tax opportunities
Clarity on whether Meranti is the right fit for you
“I underestimated how hard retirement planning would be. Joseph was patient, clear, and practical—we built a plan together that actually makes sense for my life.”
— OLIVIA T., MERANTI CLIENT