Your Member Benefits Website features include:

  • Access to online articles with helpful information
  • Ability to submit an online form asking a counselor to contact you
  • Topics covering working life, wellness, parenting, management, etc.

Your Customer Hub features include:

  • Automated headcount updates in UCMS
  • Invoicing reflective of the active populations under your account
  • Access reporting with case trends, disruptive issues, utilization

Local Service Partners

Local Service Partners are independent EAPs with which WPO has established strategic relationships for the delivery of global EAP services in alignment with the WPO models, processes and quality standards.

  • 1 August 2022
  • 2 years

Putting Employees on the Right Path to Financial Wellness

Juliana LePore

Content Specialist

Financial wellness is something that is important for all individuals, but not something that is always taught or talked about. According to, financial wellness is defined as a state of being in which you can meet current and future financial obligations, feel secure in your financial future and make choices that let you enjoy life.  

Tom Rath and Jim Harter, who are leaders in the workplace wellbeing research at Gallup, say that the four ways to ensure financial wellness are by keeping spending within ones means, being financially prepared for emergencies, having access to the information and tools necessary to make good financial decisions and having a plan for the future. 

These are part of the support and general financial information the Work-Life team at Workplace Options provides for clients. 

The same way that you make sure your body is healthy, you have to make sure that your financial stability is healthy as well, Bianca Buie, Financial Team Lead for Workplace Options, said. So, that means making sure you understand what your money can do for you, how you’re supposed to manage your money and how you can make the best of it. 

Buie said that financial wellness can look different for everyone, and that members reach out with various concerns about their finances. 

Some people say, I just want to make sure Im not living paycheck to paycheck. Others say, I want to make sure that my savings account has six months’ worth of my income in it. So, it looks a bit different for everyone, Buie said. She continued to explain that each individual is on a different financial journey.  

Some of the services that Buie and others on the team at Workplace Options provide help with are student loan payments, credit card debt management, budgeting, mortgages, insurance and overall managing finances in the most effective way possible. 

Financial wellness plays a part in good mental health and personal interrelationships. According to a study done by a team at the National Library of Medicine, financial problems are the fifth most common cause for divorce in the United States, and a huge cause of stress for many individuals. 

Money is the number one stressor for a lot of people. There are some people who are struggling to pay bills, who have to make the decision between getting gas to make it to work or buying groceries. Eventually, that stress starts affecting your work, because youre worried about those things in your everyday life, Buie said. 

Buie continued by saying that oftentimes the feedback that she receives from members after using the financial support in some cases helped save their marriage. Many members also report feeling in a better state mentally and emotionally after they’ve learned how to budget and manage their finances effectively. 

Buie said that during Financial Literacy Month, which takes place in the month of April, the Financial Team provides the company with financial tools, information, resources and general information meetings to help employees inside the organisation feel as financially stable as possible.  

We talk about budgeting, give them tip sheets and excel spreadsheets to utilise. We make sure that were also sharing the wealth between our clients’ members and our own employees, Buie said.  

When employees feel financially stable, they are more likely to perform better in the workplace. Relieving the burden that finances put on an individual and giving them access to financial support and resources is an effective way of supporting employees and putting them on the right path to financial wellness.  

Workplace Options helps employees balance their work, family, and personal needs to become healthier, happier, and more productive, both personally and professionally. The company’s world-class employee support, effectiveness, and wellbeing services provide information, resources, referrals, and consultation on a variety of issues ranging from dependent care and stress management to clinical services and wellness programs. To learn more email us at

Disclaimer: This document is intended for general information only. It does not provide the reader with specific direction, advice, or recommendations. You may wish to contact an appropriate professional for questions concerning your particular situation.


Carlson, J. (2016, June 14). What is financial wellness?. Retrieved June 15, 2022, from

Scott, S., Rhoades, G., Stanley, S., Allen, E., & Markman, H. (2013, June 2). Reasons for divorce and recollections of premarital intervention: Implications for improving relationship education. Retrieved June 15, 2022, from,and%20domestic%20violence%20(23.5%25).

Turner, T. (Updated 2022, June 13). Financial wellness. Retrieved June 14, 2022, from

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