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Formal Disclosure Documents

Formal Disclosure Documents and Forms Package for CSAT therapists and/or CSAT candidates to assist with structuring and supporting each stage of the formal disclosure process. Not appropriate for non-clinical individuals.

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Clinical Formal Disclosure CSAT Materials, Worksheets and Forms Packet for Sex Addicts and Partners (E-Package)

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“Mari, I purchased your Formal Disclosure worksheet and forms packet and find it simply a superb resource for doing disclosures. You are so intelligent and generous. ”
— Paul Ginocchio, LMFT, CSAT, Walnut Creek, CA., Creator of "The Courage to Love", documentary
“We use Mari A. Lee’s stellar formal disclosure material in our Discovery to Recovery Intensive at The Meadows which has enhanced our process immensely.”
— Jean Collins-Stuckert LCSW, LISAC, CSAT, The Meadows, www.rioretreatcenter.com

I price this comprehensive package at about the same fee as a standard therapy session in order to provide affordable  support to our community and honor my years of clinical work. I truly hope this will be of support.
$129.95 

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“If you are a CSAT and use Mari’s full disclosure worksheets and materials package, you will be more than able to help your client prepare for one of the most difficult yet liberating experiences a full disclosure provides. Her forms are THOROUGH, extremely detailed, and she has thought of everything both the partner and the addict will need to prepare for the formal disclosure process. Brilliant work Mari!”
— Ninoska Montero, LMFT, CSAT, Pasadena, CA.
“Mari, your Formal Disclosure package is very helpful. During our clinical meeting today, we discussed some issues around disclosures and our supervisor suggested getting copies of your materials. I shared with the group about the value of your Formal Disclosure materials and encouraged them to get copies of their own. Thanks for your kind heart. You are the best! ”
— Dr. Prince Oteng-Boateng, Ph.D., CSAT, Alberta, Canada
“The Formal Disclosure kit includes a multiple page pre-disclosure worksheet for both the partner and the addict, a multiple page post-disclosure safety plan for both the partner and the addict, and a set of formal disclosure guides which provides a easy to follow map to guide the clinician and the client through the process. The kit is wonderfully organized, extremely clear and even includes after each preparation an informed consent and signature page for the clients to sign and acknowledge risk. Great resource for every CSAT!”
— Bryan Palmer, LCSW, CSAT, Miami Beach, FL.

Formal Disclosure Materials Packet Information

“Mari, we want to thank you for creating such thorough and incredibly helpful forms for the formal disclosure process. We are finding the Informed Consent forms to be especially helpful as well. I hope you know you’re appreciated!”
— Drs. Bill & Ginger Bercaw, CSAT, CST, The California Center for Healing, Pasadena, CA.

If you are a CSAT Therapist seeking Formal Disclosure Client prep forms and materials, Mari A. Lee, LMFT, CSAT-S has put together a comprehensive packet of her copyrighted documents including: A Formal Disclosure Therapist Step-by-Step guide, FD Client pre/post FD worksheets for the SA client, as well as the Spouse/Partner pre/post worksheets, Informed Consent for both the SA and Spouse/Partner, and Release of Information and will allow you to brand with your own logo and information (please read copyright information below).

The Formal Disclosure process is a complex and challenging part of recovery for both the addict and partner.  The FD disclosure packet has been structured to walk you, the CSAT clinician, through the process step-by-step.

Product Description: Included in this E-packet are the forms and information needed to successfully facilitate Formal Disclosure with recovering sex addicts and their partners. All forms are in Word document format so that you may brand the forms with your clinical information and logo (please read copyright information below).

The packet is organized in the following way:

1. Therapist Information and Documents (PDF)

2. The Recovering Addict’s Pre and Post FD Documents (Word) 

3. The Healing Partner’s Pre and Post FD Documents (Word)

Created For: CSAT or ASAT (note: if you are not yet certified you must be working with a supervisor) licensed and certified clinicians working with recovering sex addicts and partners to support a facilitating Formal Disclosure.

“I have found Mari’s clinical forms packets, especially those pertaining to Formal Disclosure to be extremely helpful in navigating the challenging process of Disclosure. Thanks for your willingness to transfer your knowledge Mari!”
— Marie Damgaard, CSAT, Alberta, Canada
“The forms for disclosure we purchased from you are so helpful to this process. And, as a clinician, I feel more confident that we have done our part correctly and thoroughly using your forms. Thank you!”
— Jackie Pack, LCSW, CSAT-S, Healing Paths, Inc.

Format: The Formal Disclosure Documents E-packet is delivered via organized zip file containing PDF and customizable Word documents upon purchase in order for you to print, keep on file, and use as often as you like, with as many clients as needed. The download is simple - just click on the button below to add to your shopping cart. Note: You will need to customize the forms for your individual practice with your address, phone number and your logo (please read copyright information below). Once purchased, you will be emailed a link for download that is active for 24 hours. Click on the link in the email, follow the simple steps, and download your copy!

And, as a helpful road map, Mari has kept her Growth Counseling Services (or GCS) logo and practice information as a place marker at the top of each page and as a place marker though out so that you can clearly see where to add your own information.  Simply open up the header footer and copy and paste your logo to brand as your own. Then, as you read through the documents, wherever you see a GCS place marker, this is your reminder to simply highlight and edit with your own name or practice information. Therapists and colleagues have shared that they greatly appreciate these marker "flags" as a helpful reminder on where to personalize the documents. This is a very easy step as the documents have all been created in word which is a universally used program.

“Mari,
You rock! Though I went thru the CSAT training back in 2004 and had put together my own personal FD packet years ago. However, I love how thorough yours is - it is worth every penny! ”
— Julie Dozier, LPC-S, CSAT, CMAT, San Antonio, TX
“I strongly suggest that CSATs get Mari Lee’s Formal Disclosure packet. The entire Formal Disclosure process is completely outlined step-by-step with forms to help the client and the therapist navigate this process. I now use these forms on every disclosure I do and they are very helpful. ”
— Sandi Maddock, LCSW, CSAT, Newfoundland, NJ

Copyright Permission and Editing Support: As a support Mari A. Lee has give each clinician who purchases the Formal Disclosure documents copyright permission so that you may brand the forms with your own logo and practice information. However, please note that the purchaser, agency, practice or any other person or entity does not own the materials. The Formal Disclosure Documents are the intellectual property of Mari A. Lee, LMFT, CSAT-S who has given permission for other CSATs to purchase, use the materials with their clients, and brand as they like with their logo and agency or practice information, but authorship belongs to Mari A. Lee. Thus, the purchaser may not share, duplicate, take ownership of, or otherwise distribute or publicly present without the written permission of the author.

“I use Mari’s materials all the time and find them very well done and concise - I highly recommend them! As a plus, Mari give’s each therapist permission to put your own name and business information on the materials to make them your own and use them forever and ever. And, they are very partner sensitive too!”
— Carol Juergensen Sheets, LCSW, CSAT, Radio Personality
“I am eternally grateful to Mari for her formal disclosure materials. It was in the context of consultation about disclosure that she introduced me to the templates, worksheets and materials that comprise the packet Mari offers for purchase. I have facilitated a number of formal disclosures using these materials. It is because of Mari’s guidance - and her emphasis on solid preparation that the disclosures go well each time.”
— Claire Caines, LCSW LCADC CSAT, www.cainescenter.com

Purchasing and Sharing Condition for Private Practice Owners: As a support to my clinical colleagues, I allow up to 2 clinicians to use one purchased copy of this product as long as they are part of the same counseling business (note: if you are a sole practitioner, you may not forward or share this product with a colleague or therapist friend or you will be in violation of copy right agreement). As a support 1-2 therapists within the same practice = 1 copy purchased. Thank you for respecting this limit to 2 people within the same practice sharing this product. 

Purchasing and Sharing Condition for Agencies, Hospital, Multi Person Centers: If you are purchasing for a multiple person or group practice, center, hospital or agency with multiple therapists who will be using this material over the course of the years ahead, I ask that you please purchase multiple copies for your hospital, center or agency in this way:

1-2 therapists within the same practice, group, hospital or agency = 1 copy
3-4 therapists within the same practice, group, hospital or agency = 2 copies
5 therapists within the same practice, group, hospital or agency = 3 copies
6-10 therapists within the same practice, group, hospital or agency = 5 copies
Over 10 therapists within the same practice, group, hospital or agency = 6 copies
Over 20 therapists within the same practice, group, hospital or agency = 7 copies

Please Note: While you may brand the documents with your logo and practice information, copyright rules apply, do not share or distribute, do not take authorship of the documents, do not present publicly, and credit Mari A. Lee as the author.

“I appreciate your group activities packet and the formal disclosure materials. Both packets have been invaluable to me as a newer private practice owner. What you’ve provided is invaluable!”
— Michelle Holleman MS, LCAS-A, Mint Hill, NC, Lifehealingcounseling.com

Important Notes Before Purchasing:

1. This kit is designed for certified CSAT clinical therapists, or supervised CSAT candidates facilitating Formal Disclosure for recovering sex addicts and recovering partners.   

2. Every state has their own governing board and, as such, legal and ethical guidelines may differ. Please check with your state’s legal and ethical mandates to make sure that you are operating within your scope of practice, duties and experience and providing the standard of clinical care as mandated by your state licensing board.

3. Please do not perform a Formal Disclosure process if you are not a licensed and certified therapist. Additionally, it is best not work in isolation, or take on both roles (seeing the addict and partner). If you are new to FD, it is advised that you work closely with a seasoned CSAT or a CSAT supervisor in supporting you.        

IMPORTANT NOTE WHEN PURCHASING: Please download within 24 hours after purchasing through your laptop or computer. DO NOT download through a smartphone or iPhone as the link may not be live.

CSAT's Kind Words About Mari's Formal Disclosure Packet

“Mari, I purchased your Formal Disclosure forms and worksheet packet for the SA and partner clinical package and I am in awe of your generosity! Thank you so much for sharing your intellectual property with the CSAT community.”
— MJ Mueller LMFT, CSAT, Louisville, KY.
“I was just telling a colleague how valuable your Formal Disclosure Documents are to my practice. It makes the difficult task of Disclosure, Impact Letter and the Emotional Restitution much easier. Thanks Mari!”
— Jim Bailey Co-Founder New England Recovery Associates newenglandrecoveryassociates.com
“A few of Mari Lee’s hallmarks are thoroughness and attention to detail. In her many years as a therapist, Mari has created and documented a best practice approach to her clinical work. One of these best practices is the formal disclosure process.

This process can be very complex, sometimes messy and often painful. To help CSAT’s best organize and thoroughly assist the couple with the process, Mari has prepared a formal, step-by-step, disclosure kit.

The kit includes a multiple page pre-disclosure worksheet for both the partner and the addict, a multiple page post-disclosure safety plan for both the partner and the addict, and a set of formal disclosure guides which provides a easy to follow map to guide the clinician and the client through the process. The kit is wonderfully organized, extremely clear and even includes after each preparation an informed consent and signature page for the clients to sign and acknowledge risk.

Mari thoughtfully sends the documents in a word file with room for the therapist to brand with his or her own practice information and logo.”
— Bryan Palmer, LCSW, CSAT, Miami, FL.
“Mari, my brain is bursting with knowledge after the Formal Disclosure Consultation. The time I spend absorbing your words is sadly never enough time. I appreciate you!”
— Dr. Leeann Rosckowff, Scottsdale, AZ
“Mari, I want to thank you again for yesterday. What an awesome Formal Disclosure workshop. I continue to learn so much from you every time we connect. I feel so lucky to have met you and I’m honored to have you as a valued colleague.”
— Steven Karbelnig, LMFT, CSAT, JD, Sherman Oaks, CA
“I was able to use your excellent Formal Disclosure Documents packet for CSAT Therapists for our disclosure process. Once again, thanks for your outstanding work.”
— Dr. Ted Roberts
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