Find your chapter.
In minutes.
Every Meranti engagement starts with clarity. These diagnostics are designed to help you understand where you stand — and where the highest-leverage work lives in your financial architecture.
Three short reads
of your architecture.
Each diagnostic produces a written brief — a tangible deliverable, not a marketing follow-up. Begin with the Clarity Checkup if you're unsure where to start.
Clarity Checkup™
Meranti Clarity Checkup
Eight questions that map where you stand across all seven chapters of your financial architecture. Takes three minutes. Results are immediate.
Output: Chapter Pathway Report™
Begin the CheckupWhat you receive
Chapter Pathway Report™
MerantiWhere to begin.
Primary chapter
Sample output · Meranti
Family Authority Check™
Family Authority Check
A focused diagnostic on household financial authority — who has legal standing, what is documented, and where the structure has gaps.
Output: Authority Gap Brief™
Begin the CheckWhat you receive
Authority Gap Brief™
MerantiWho has standing — and who doesn't.
Authority Index
54/ 100
- ·Power of attorney is outdated.
- ·Beneficiaries inconsistent across accounts.
Sample output · Meranti
Tax Positioning Snapshot™
Tax Positioning Snapshot
A structural assessment of your current tax approach — identifying the gaps between compliance and deliberate positioning.
Output: Tax Drag Brief™
Begin the SnapshotWhat you receive
Tax Drag Brief™
MerantiWhere tax is working against you.
Tax Drag Index
62/ 100
- ·Asset location partially optimized.
- ·Income timing not coordinated across years.
Sample output · Meranti