Nathan Henderson, CPA
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Profile Planner

Private Anonymized

An internal tool that moves planning teams from structured intake to editable, client-ready reporting.

What I built

  • Guided intake with optional checklist import.
  • Structured capture of client, advisor, tax, and planning context.
  • Editable PowerPoint and Word outputs with review before generation.

Context

Regional professional services organization

Stack

Python / Streamlit / BeautifulSoup / python-pptx / python-docx

Screenshots and examples use synthetic or redacted data.

Profile Planner helps planning teams capture key client context, preview the reporting structure, and generate tailored PowerPoint and Word outputs with less manual assembly.

How it works

From guided intake to tailored reporting, with review points before anything is generated.

Profile Planner high-level workflow schematic

A high-level view of the intake-to-report workflow. Details are simplified to protect internal processes and client confidentiality.

Core workflow

  1. Start with a guided intake or optional checklist import.
  2. Capture client, advisor, tax, and planning context.
  3. Review report modules and flagged gaps.
  4. Generate editable PowerPoint and Word outputs.
  5. Refine and regenerate as needed.

Why build it?

Planning reports need consistency, but they also need to feel tailored to the client.

Profile Planner reduces repetitive assembly work while preserving advisor review, judgment, and editability.

The goal is not to automate advice. It is to make the reporting process faster, cleaner, and easier to review.