Kristi Tidwell (CDFA, CFP®)

Additional Information

Kristi Tidwell is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst® (CDFA®), and Tax Planning Certified Professional™ (TPCP®) at Branning Wealth Management, a fee-only fiduciary firm based in Jackson, Mississippi, serving clients across the country. She brings over 25 years of experience to her work with clients — and particularly women — navigating major financial transitions. Kristi believes financial planning for women has to be personal. Women move through fundamentally different financial seasons than most planning models account for: career interruptions, divorce, caregiving, and widowhood. She brings personal experience to that work — as a former single mother, as someone who has lived through divorce, and now as an empty nester planning her own retirement after decades of helping others plan theirs. Clients consistently describe her approach as calm, practical, and free of judgment. As a Certified Divorce Financial Analyst®, Kristi works with clients before, during, and after divorce to bring financial clarity to a process that often feels overwhelming. As a Tax Planning Certified Professional™ — a credential she earned from The American College of Financial Services in 2025 — she integrates tax strategy across the full financial picture, including Roth conversions, tax-efficient withdrawal sequencing, charitable giving, and business sale planning. Her work operates within the firm's Safety-First framework and Modern Retirement Theory approach. Additional Information Kristi has over 25 years of experience in retirement and financial planning. She has three children — twin sons and a daughter. Outside of work, she enjoys traveling and renovating Airbnb properties.