James Fitzgerald Therapy PLLC

Client Manual Library (Links to PDF)

* Strengthening Your Conscious Self *

Psychotherapy & Mental Health Counseling Clients

STOP! If you are not a potential or existing client of James Fitzgerald Therapy PLLC & Strengthening Your Conscious Self, please navigate away from this website. The information provided should not be construed as mental health care or psychotherapy, it is provided for educational purposes only. This page is subject to change without notice as I work toward streamlining the layout and content. Any errors or omissions are unintentional and will be edited for accuracy as I construct this resource. Any or all of the documents listed here are subject to change, as I work to make corrections and revisions, or update information to reflect new knowledge.

If you might be overstimulated or overwhelmed by the way content is displayed on websites, I invite you to review a PDF version of my therapy program client manual and workbook. The library also includes a list of documents provided in your intake packet. The alternative format offers a user-friendly, neurodivergent sensitive appearance, with just lists of links to the resources, no buttons, boxes, or graphics. My Psychotherapy Client Manual is an extensive resource thoughtfully created to support your journey toward emotional well-being, personal growth, and self-awareness. This manual serves as a comprehensive guide designed to enhance your understanding and engagement with psychotherapy by organizing essential topics into accessible categories, chapters, and detailed segments.

The Table of Contents is structured clearly to help you quickly find the information you need, allowing you to navigate effortlessly through the onboarding and therapy orientation process. Within each chapter, you’ll discover structured segments that break down complex ideas into manageable, relatable pieces. Whether your focus is managing stress, improving relationships, cultivating mindfulness, healing from trauma, or addressing specific mental health concerns, this manual ensures you have expert knowledge and practical guidance at your fingertips. Explore the Table of Contents below, and empower yourself with insights and tools that will support your commitment to meaningful change, emotional resilience, and holistic health.

Please Note: Many of the worksheets listed here, available as a PDF in the client account portal on Therapy Notes, will eventually be available as Quenza activities, and possibly included in Quenza pathways.

If you would like to know more about Quenza, please visit their website: https://quenza.com/quenza-explainer-guide-for-clients

Quick Navigation Menu

* Introduction * | * Consultation * | * Intake Packet * | * Overview of Intake Forms * | * Theoretical Orientation * | * Therapy Models *

* Intake Assessments * | * Overview of Outcome Measures * | * Diagnostic Instruments * | * Diagnostic Process * | * Treatment Planning *

* Therapy Program Handouts * | * Psychoeducational Materials * | * Masterclass Outlines * | * Relapse Prevention * | * Aftercare & Discharge *

* List of Handouts in the Client Account Portal (no links) * | * List of Worksheets in the Client Account Portal (no links) *

Introduction:

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Consultation:

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Intake Packet:

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Overview of Intake Forms:

The documents listed here are not the actual forms, they are outlines and descriptive summaries of the forms, including; what they are, what information is collected, and why they are necessary.

  • Intake Session Format
  • Client Information Form
  • Client History Form
  • Client Insurance Form
  • Payment Authorization Form
  • Emergency Contacts Form
  • List of Medications & Supplements
  • Therapy Agreement Summary
  • Consent for Electronic Communication
  • Consent for Telehealth Sessions
  • Consent for Use of Artificial Intelligence for Documentation
  • No Surprises Act & Good Faith Estimate
  • Medicare Advance Beneficiary Notice
  • Consent for Services

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Theoretical Orientation:

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Integrated Therapy Models:

An Integrative & Holistic Therapy Program

  • Acceptance & Commitment Therapy
  • Cognitive Behavioral Therapy
  • Cognitive Processing Therapy
  • Compassion Focused Therapy
  • Dialectical Behavior Therapy
  • Emotion Focused Therapy
  • Internal Family Systems Therapy
  • Mindfulness-Based Stress Reduction
  • Mindfulness-Based Cognitive Therapy
  • Motivational Enhancement Therapy
  • Narrative Therapy
  • Polyvagal Therapy
  • Sensorimotor Psychotherapy
  • Somatic Experiencing

Other Programs & Approaches

  • Seeking Safety
  • Making Recovery Easier
  • Twelve Step Facilitation

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Intake Assessments:

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Overview of Outcome Measures:

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Diagnostic Instruments from the DSM 5 TR:

This is a list of documents available through the client account portal. The measures provided to my clients may not be modified absent written permission from the APA. The measures can be reproduced, either electronically or in print formats, without permission by researchers and by clinicians solely for use with their patients in private-practice, research, or hospital settings. For the avoidance of doubt, this includes that Clinicians may upload this instrument into their own pre-existing electronic health software systems for patient assessment and records when done solely for their own use with their patients. (APA, 2025)

Level 1 and 2 Measures

  • Introduction: Diagnostic & Statistical Manual of Mental Disorders 5th Ed Text Revision
  • DSM-5-TR Self-Rated Level 1 Cross-Cutting Symptom Measure—Adult
  • Level 2 Anger – Adult Measure (PROMIS Emotional Distress – Anger – Short Form)
  • Level 2 Anxiety – Adult Measure (PROMIS Emotional Distress – Anxiety – Short Form)
  • Level 2 Depression – Adult Measure (PROMIS Emotional Distress – Depression – Short Form)
  • Level 2 Mania – Adult Measure (Altman Self-Rating Mania Scale [ASRM])
  • Level 2 Repetitive Thoughts and Behaviors – Adult Measure (from the Florida Obsessive-Compulsive Inventory [FOCI] Severity Scale [Part B])
  • Level 2 Sleep Disturbance – Adult Measure (PROMIS – Sleep Disturbance – Short Form)
  • Level 2 Somatic Symptom – Adult Patient Measure (from the Patient Health Questionnaire Physical Symptoms [PHQ-15])
  • Level 2 Substance Use – Adult Measure (from the NIDA-Modified ASSIST)
  • Cultural Formulation Interview (CFI)

Severity Measures

  • Clinician-Rated Dimensions of Psychosis Symptom Severity
  • Clinician-Rated Severity of Autism Spectrum and Social Communication Disorders
  • Clinician-Rated Severity of Non-Suicidal Self-Injury
  • Clinician-Rated Severity of Somatic Symptom Disorder
  • Client-Rated Severity Measure for Agoraphobia – Adult
  • Client-Rated Severity Measure for Panic Disorder – Adult
  • Client-Rated Severity Measure for Separation Anxiety Disorder – Adult
  • Client-Rated Severity Measure for Social Anxiety Disorder – Adult
  • Client-Rated Severity Measure for Specific Phobia – Adult
  • Client-Rated Severity Measure for Acute Stress Symptoms – Adult
  • Client-Rated Severity Measure for Dissociative Symptoms – Adult
  • Client-Rated Severity Measure for Post Traumatic Stress Symptoms – Adult

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Diagnostic Process

  • DSM 5 Diagnostic Exam Anxiety Disorders
  • DSM 5 Diagnostic Exam Depressive Disorders
  • DSM 5 Diagnostic Exam Eating Disorders
  • DSM 5 Diagnostic Exam Elimination Disorders
  • DSM 5 Diagnostic Exam Mood Disorders
  • DSM 5 Diagnostic Exam Neurodevelopmental Disorders
  • DSM 5 Diagnostic Exam Personality Disorders
  • DSM 5 Diagnostic Exam Schizophrenia Disorders
  • DSM 5 Diagnostic Exam Sexual Disorders
  • DSM 5 Diagnostic Exam Sleep Disorders
  • DSM 5 Diagnostic Exam Substance Use Disorders
  • DSM 5 Diagnostic Exam Trauma & Stressor Related Disorders

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Treatment Planning Process:

Wiley Publishing Treatment Planner (Jongsma) Treatment Plans

This is a list of documents available through the client account portal for use with my clients in therapy.

  • Anger Control Problems
  • Anxiety
  • Agoraphobia
  • Anti-social Personality
  • Attention Deficit Hyperactivity Disorder (Adult)
  • Bipolar Depression
  • Bipolar Mania
  • Borderline Personality

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Therapy Program PDF Handouts:

Treatment Plan Objectives & Interventions

DBT Emotion Regulation Skills Training

  • Introduction to Emotion Regulation

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Psychoeducational Materials & Fact Sheet Handouts

Most common problems I see in my private practice

  • Generalized Anxiety Disorder
  • Social Anxiety Disorder
  • Obsessive Compulsive Disorder
  • Major Depressive Disorder
  • Adjustment Disorder
  • Post-Traumatic Stress Disorder
  • Attention Deficit Hyperactivity Disorder
  • Autism Spectrum Disorder
  • Alcohol Use Disorder
  • Cannabis Use Disorder
  • Nicotine Dependence
  • Stimulant Use Disorder
  • Addiction

Therapist Aid (Clinician’s Resource Website)

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Outlines of Masterclasses

  • Mindfulness (Mind-Body Integration)
  • Cognitive Behavioral Therapy (Correcting Negative Patterns)
  • Emotional Intelligence & Emotion Regulation (Managing Reactivity)
  • Anger Management (Addressing Insecure & Disorganized Attachment)
  • Internal Family Systems Theory & Model (Self Therapy)
  • Acceptance & Commitment Therapy (Values & Actions)
  • Critical Thinking Skills (Logic & Reasoning)
  • Communication (Assertiveness, Boundaries & Conflict Resolution)
  • Character Strengths & Virtues (Positive Psychology)
  • Navigating Relationships (Interpersonal Effectiveness & Gottman)
  • Twelve Step Facilitation (Making Recovery Easier)
  • Philosophy (Theory of Mind, Consciousness, Conscience)
  • Sleep Hygiene (Routines, Rituals, Habits, Environment)
  • Nutrition (How to Find Safe, Reliable, and Accurate Information)
  • Physical Fitness (Sports Psychology, Anatomy & Physiology, Kinetics, Strength, Stability, Endurance, Flexibility)
  • Illness & Disease (Biology, Epidemiology, Public Health Initiatives)
  • Human Sexuality (Sexual Orientation, Gender Identity, Relationships, Biology, Culture, Environment)
  • Politics & Economics (Globalization, Public Policy, Advocacy & Activism)
  • Science (Natural Sciences, Health Sciences, Environmental Sciences)

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Relapse Prevention

  • Wellness Recovery Action Plan (Mary Ellen Copeland)
  • Relapse Prevention (SAMHSA & NAMI)
  • Support Networks
  • Twelve Step Fellowship
  • Mutual Self Help Support Groups
  • Health & Wellness Plans

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Aftercare & Discharge

  • Primary Care Physician
  • Psychiatric Medication Adherence
  • Follow Up & Booster Therapy Sessions
  • Crisis & Crisis Recovery Plan
  • Advance Mental Health Care Directive (Shared with Providers, Registered, and Notarized)

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List of Handouts in the Client Account Portal (no links)

This is a list of documents available through the client account portal. Many of the PDFs are from DBT Skills Training Handouts and Worksheets, Second Edition by Marsha M. Linehan. Copyright 2015 by Marsha M. Linehan. Permission to photocopy the handouts is granted to purchasers of this book for personal use only.

Mindfulness Masterclass

  • Mindset: Honesty, Readiness, Openness, and Willingness
  • Mindfulness Attitudes: Introduction
  • Mindfulness Attitudes: Preparing Yourself
  • Mindfulness Attitude Non-judging
  • Mindfulness Attitude Acceptance
  • Mindfulness Attitude Letting Go
  • Mindfulness Attitude Trust
  • Mindfulness Attitude Patience
  • Mindfulness Attitude Non-Striving
  • Mindfulness Attitude Gratitude
  • Mindfulness Attitude Generosity
  • Mindfulness Attitude Non-Reactive
  • Mindfulness Attitude Curiosity
  • Mindfulness Attitude Compassion
  • Mindfulness Attitude Equanimity
  • Mindfulness Attitude Humility
  • Mindfulness Attitude Playfulness
  • Mindfulness Attitude Self-Compassion
  • Mindfulness Attitude Attuned Presence
  • Mindfulness Attitude Commitment Self-Discipline Intentionality
  • Introduction to the DBT Mindfulness Module
  • DBT Skills Training Mindfulness – Intro to Dialectics
  • DBT Skills Training Mindfulness – Principles of Dialectics
  • DBT Skills Training Mindfulness and Behavior Activation
  • DBT Skills Training Mindfulness and Nutritional Plans
  • DBT Skills Training Mindfulness and Breathing Techniques
  • DBT Skills Training Mindfulness and Progressive Muscle Relaxation
  • DBT Skills Training Mindfulness and Yoga
  • DBT Skills Training Mindfulness and Sleep Routines
  • DBT Skills Training Mindfulness and Objectives (SMART Process Goal Setting)
  • DBT Skills Training Mindfulness and Language of Self-Talk
  • DBT Skills Training Mindfulness and Stages of Change
  • DBT Skills Training and the Biopsychosocial Model
  • DBT Skills Training Mindfulness Module Integration with ACT
  • DBT Skills Training Mindfulness Module Integration with Polyvagal & Somatic
  • DBT Skills Training Mindfulness Module Integration with CBT
  • DBT Skills Training Mindfulness Module Integration with MBSR
  • DBT Skills Training Mindfulness Module Integration with EFT
  • DBT Skills Training Mindfulness Module Integration with CFT
  • DBT Skills Training Mindfulness – Readiness for Behavior Change
  • DBT Skills Training Mindfulness – Your Life Vision
  • DBT Skills Training Mindfulness – Reality and Perspective
  • DBT Skills Training Mindfulness – Myths About Mindfulness
  • DBT Skills Training Mindfulness – Heart Rate Variability
  • DBT Skills Training Mindfulness – Internal Family Systems Theory
  • DBT Skills Training Mindfulness of Sensations (Body Scan)
  • DBT Skills Training Mindfulness of Emotions
  • DBT Skills Training Mindfulness of Thoughts
  • DBT Skills Training Mindfulness of Sights
  • DBT Skills Training Mindfulness Module Purpose and Goals
  • DBT Mindfulness Handout 1 Goals of Mindfulness Practice
  • DBT Mindfulness Handout 1A Mindfulness Definitions
  • DBT Skills Training Mindfulness Module Core Mindfulness Skills
  • DBT Mindfulness Handout 2 Overview of Core Mindfulness Skills
  • DBT Skills Training Mindfulness Module Wise Mind Being Mind Clear Mind
  • DBT Mindfulness Handout 3 Wise Mind & States of Mind
  • DBT Skills Training Mindfulness – Ideas for Practicing Wise Mind
  • DBT Mindfulness Handout 3A Ideas for Practicing Wise Mind
  • DBT Mindfulness Handout 4 Taking Hold of Your Mind What Skills
  • DBT Skills Training Mindfulness Module What Skill Observe
  • DBT Skills Training Mindfulness – Ideas for Practicing Observing
  • DBT Mindfulness Handout 4A Ideas for Practicing Observing
  • DBT Skills Training Mindfulness Module What Skill Describe
  • DBT Skills Training Mindfulness – Ideas for Practicing Describing
  • DBT Mindfulness Handout 4B Ideas for Practicing Describing
  • DBT Skills Training Mindfulness Module What Skill Participate
  • DBT Skills Training Mindfulness – Ideas for Practicing Participating
  • DBT Mindfulness Handout 4C Ideas for Practicing Participating
  • DBT Mindfulness Handout 5 Taking Hold of Your Mind How Skills
  • DBT Skills Training Mindfulness Module How Skill Non-Judgmental
  • DBT Skills Training Mindfulness – Ideas for Practicing Non-Judgmental
  • DBT Mindfulness Handout 5A Ideas for Practicing Nonjudgmental
  • DBT Skills Training Mindfulness Module How Skill One Mindful
  • DBT Skills Training Mindfulness – Ideas for Practicing One Mindfulness
  • DBT Mindfulness Handout 5B Ideas for Practicing One Mindfulness
  • DBT Skills Training Mindfulness Module How Skill Effectiveness
  • DBT Skills Training Mindfulness – Ideas for Practicing Effectiveness
  • DBT Mindfulness Handout 5C Ideas for Practicing Effectiveness
  • DBT Skills Training Mindfulness – Other Perspectives
  • DBT Mindfulness Handout 6 Other Perspectives on Mindfulness
  • DBT Mindfulness Handout 7 Goals of Mindfulness from a Spiritual Perspective
  • DBT Mindfulness Handout 7A Wise Mind from a Spiritual Perspective
  • DBT Skills Training Mindfulness – Four Noble Truths
  • DBT Skills Training Mindfulness – Eightfold Path
  • DBT Skills Training Mindfulness – Self compassion
  • DBT Skills Training Mindfulness – Loving Kindness
  • DBT Mindfulness Handout 8 Practicing Loving Kindness
  • DBT Skills Training Mindfulness – Doing Mind
  • DBT Skills Training Mindfulness – Being Mind
  • DBT Skills Training Mindfulness – Balancing Being and Doing Mind
  • DBT Mindfulness Handout 9 Balancing Being Mind and Doing Mind
  • DBT Mindfulness Handout 9A Ideas for Practicing Balancing Doing Mind and Being Mind
  • DBT Skills Training Mindfulness – Walking the Middle Path
  • DBT Mindfulness Handout 10 Walking the Middle Path
  • DBT Skills Training Mindfulness – Expanded DBT Approaches
  • Mindfulness Masterclass Bibliography of Sources

Dialectical Behavior Therapy (General Skills Training)

  • Orientation & Analyzing Behavior Handouts
  • Handout 1: Goals of Skills Training (General Worksheet 1)
  • Handout 1a: Options for Solving Any Problem
  • Handout 2: Overview—Introduction to Skills Training
  • Handout 3: Guidelines for Skills Training
  • Handout 4: Skills Training Assumptions
  • Handout 5: Biosocial Theory
  • Handout 6: Overview—Analyzing Behavior (General Worksheets 2, 3)
  • Handout 7: Chain Analysis (General Worksheets 2, 2a)
  • Handout 7a: Chain Analysis, Step by Step (General Worksheets 2, 2a)
  • Handout 8: Missing-Links Analysis (General Worksheet 3)

Dialectical Behavior Therapy (Emotion Regulation Skills Training)

  • Handout 1: Goals of Emotion Regulation (Worksheet 1)
  • Handout 2: Overview – Understanding and Naming Emotions (Worksheets 2–4a, 16)
  • Handout 3: What emotions Do for You (Worksheets 2, 2a–c)
  • Handout 4: What Makes it Hard to Regulate Your Emotions (Worksheets 3, 16)
  • Handout 4a: Myths about Emotions (Worksheet 3)
  • Handout 5: Model for Describing Emotions (Worksheets 4, 4a)
  • Handout 6: Ways to Describe Emotions (Worksheets 4, 4a)

Dialectical Behavior Therapy (Distress Tolerance Skills Training)

  • Handout 1: Goals of Distress Tolerance
  • Handout 2: Overview—Crisis Survival Skills (Worksheets 1–7b)
  • Handout 3: When to Use Crisis Survival Skills
  • Handout 4: The STOP Skill (Worksheets 2, 2a)
  • Handout 5: Pros and Cons (Worksheets 3, 3a)
  • Handout 6: TIP Skills—Changing Your Body Chemistry (Worksheet 4)
  • Handout 6a: Using Cold Water, Step by Step (Worksheet 4)
  • Handout 6b: Paired Muscle Relaxation, Step by Step (Worksheet 4a)
  • Handout 6c: Effective Rethinking and Paired Relaxation, Step by Step (Worksheet 4b)
  • Handout 7: Distracting (Worksheets 5–5b)
  • Handout 8: Self-Soothing (Worksheet 6–6b)
  • Handout 8a: Body Scan Meditation Step by Step (Worksheet 6c)
  • Handout 9: Improving the Moment (Worksheets 7–7b)
  • Handout 9a: Sensory Awareness, Step by Step
  • Handout 10: Overview—Reality Acceptance Skills (Worksheets 8–15a)
  • Handout 11: Radical Acceptance (Worksheets 8–9a)
  • Handout 11a: Radical Acceptance—Factors That Interfere
  • Handout 11b: Practicing Radical Acceptance Step by Step (Worksheets 9, 9a)
  • Handout 12: Turning the Mind (Worksheets 8, 8a, 10)
  • Handout 13: Willingness (Worksheets 8, 8a, 10)
  • Handout 14: Half-Smiling and Willing Hands (Worksheets 8, 8a, 11)
  • Handout 14a: Practicing Half-Smiling and Willing Hands (Worksheet 10)
  • Handout 15: Mindfulness of Current Thoughts (Worksheets 8, 8a, 12)
  • Handout 15a: Practicing Mindfulness of Thoughts (Worksheets 8, 8a, 12)
  • Handout 16: Overview—When the Crisis Is Addiction (Worksheets 13–18)
  • Handout 16a: Common Addictions
  • Handout 17: Dialectical Abstinence (Worksheet 14)
  • Handout 17a: Planning for Dialectical Abstinence (Worksheet 14)
  • Handout 18: Clear Mind (Worksheet 15)
  • Handout 18a: Behavior Patterns Characteristic of Addict Mind and of Clean Mind (Worksheet 16)
  • Handout 19: Community Reinforcement (Worksheet 16)
  • Handout 20: Burning Bridges and Building New Ones (Worksheet 17)
  • Handout 21: Alternate Rebellion and Adaptive Denial (Worksheet 18)

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List of Worksheets in the Client Account Portal (no links)

Positive Psychology (Clinician Resources Website): Handouts, Worksheets, Meditations

The documents listed here are for my clients, working with me in private coaching sessions or psychotherapy. The links will only work for me, the clinician, offering fast access for downloading and sharing with client through Therapy Notes LLC. Please do not click on the links. Ask me to share them with you. You may also be assigned one or more to complete in the days between sessions. My Positive Psychology subscription grants me license and professional use of the documents and materials with my coaching and counseling clients. Please note: The documents listed here may be redundant duplicates of other sections of this page, however, they originate from a separate source, and as such may have unique insights or perspectives other than the duplicate copies.

* Mindset *

* Coping Skills *

* Boundaries *

* Communication *

* Emotions *

* Strengths Exploration *

* Compassion *

* Gratitude *

* Hope *

* Happiness *

* Meaning & Values *

* Mindfulness *

* Motivation & Productivity *

* Resilience *

* Self Acceptance *

* Goals *

* Relationships *

* Work & Career *

* Savoring *

* Leadership *

* Parenting *

Positive Psychology: Psychoeducational Materials – Mindset

Positive Psychology: Psychoeducational Materials – Coping Skills

Positive Psycology: Psychoeducational Materials – Boundaries

Positive Psycology: Psychoeducational Materials – Communication

Positive Psycology: Psychoeducational Materials – Emotions

Positive Psycology: Psychoeducational Materials – Strengths Exploration

Positive Psycology: Psychoeducational Materials – Compassion

Positive Psycology: Psychoeducational Materials – Gratitude

Positive Psycology: Psychoeducational Materials – Hope

Positive Psycology: Psychoeducational Materials – Happiness

Positive Psycology: Psychoeducational Materials – Meaning & Values

Positive Psycology: Psychoeducational Materials – Mindfulness

Positive Psycology: Psychoeducational Materials – Motivation & Productivity

Positive Psycology: Psychoeducational Materials – Resilience

Positive Psycology: Psychoeducational Materials – Self-Acceptance

Positive Psycology: Psychoeducational Materials – Goals

Positive Psycology: Psychoeducational Materials – Relationships

Positive Psycology: Psychoeducational Materials – Work & Career

Positive Psycology: Psychoeducational Materials – Savoring

Positive Psycology: Psychoeducational Materials – Leadership

Positive Psycology: Psychoeducational Materials – Parenting

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