Client Agreement

Personal Education Services: Educational Services Disclaimer, Consent, and Fee Agreement

Every client reviews and agrees to this agreement when booking any PES session, whether new or returning. The booking form shows a short summary and links here to the full agreement. You are welcome to read, save, or print it at any time.

Scope and Nature of Services

PES and its designees provide services that are educational in nature only. All PES services are entered into voluntarily by PES and its consumers, subscribers, and clients.

PES services represent an "educational partnership" (an alliance, not a legal business partnership) between a PES educator and the client. Its purpose is to generate thought-provoking, creative processes that inspire and maximize the client's personal, professional, and business development and potential. Services are designed to support clients in taking responsibility for creating, assessing, and developing their own personal, professional, and business goals, and in advancing their own strategies and plans through the learning process.

Sessions use the Uncovery Method and the EPI model (Education, Prevention, Intervention) as their framework. They are educational and consultative, not therapy.

Client Acknowledgments

By agreeing, the client acknowledges and agrees to the following:

1. The client is solely responsible for creating, implementing, and managing their own physical, mental, and emotional well-being, and for their own decisions, choices, actions, and results arising from any educational exchange or interaction with a PES educator. Accordingly, the client agrees that no PES educator or employee will be liable or responsible for any action or inaction, or for any direct or indirect result of services provided. PES services are not a form of therapy or mental health counseling and do not substitute for professional care provided by a mental health provider when needed. PES services do not prevent, cure, or treat any mental disorder or medical disease.

2. The educational relationship is voluntary. The client may end the relationship at any time once all outstanding fees for services provided through the date of cancellation have been paid. The client remains free to explore any other avenues for personal and professional development at any time.

3. Educational guidance is a comprehensive process that may touch many areas of the client's life, including work, finances, health, relationships, education, and recreation. Whether and how the client applies any educational principles in these areas is solely the client's choice and responsibility.

4. PES educational services do not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association. They are not a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance use treatment, or advice from legal, financial, medical, or other qualified professionals. It is the client's sole responsibility to seek such independent professional guidance as needed. If the client is currently under the care of a mental health professional or in a treatment program, PES recommends that the client promptly inform that provider of the nature and extent of the PES educational relationship. PES sessions can complement that work but do not replace it.

5. To get the most from the educational relationship, the client agrees to communicate honestly, remain open to feedback and support, and make the time necessary to participate fully in their personal education process.

If You Are in Crisis

PES is not an emergency or crisis service. If you are in crisis or thinking about harming yourself or others, call or text 988 (Suicide & Crisis Lifeline) or call 911 right away.

Sessions and Fees

Sessions are 60 minutes and take place by Zoom, unless in-person seminars, groups, or similar services are offered and agreed upon. Between scheduled sessions, the PES educator is available by email for scheduling, fees, payments, and technology-related questions. Every client begins with a Personal Development Assessment.

Personal Development Assessment (first session): 60 minutes by Zoom; map your goals, patterns, and a plan for the work ahead. $130
Individual Development Session (after the assessment): 60 minutes by Zoom; book one session at a time. $130
4-session individual package (after the assessment): four 60-minute Zoom sessions tailored to the needs identified in your assessment. $455
Communication and Relationship Session (couples): 60 minutes by Zoom, for both partners together. $175
4-session couples package: four 60-minute Zoom sessions for both partners. $612.50
Addiction Recovery Support session: 60 minutes by Zoom. $200

Both 4-session packages carry the same 12.5% multiple-session discount (four sessions for the price of three and a half), saving $65 for individuals and $87.50 for couples. Packages expire 3 months after purchase.

Self-pay only. PES is not a health care entity or provider and does not accept or bill any form of health insurance.

Subscription materials. At PES's discretion, clients may be given access to subscription-based materials during an active membership or active client status (up to 30 days after the last purchased session).

Scheduling and Cancellation

Please give at least 24 hours' notice to reschedule or cancel. A $50 fee applies to cancellations made within 24 hours of a scheduled session. Missed sessions without notice are charged in full.

Organizational Services

Organizational services can include public speaking; education on organizational communication, work processes, team building, and leadership; organizational evaluation; and other client-requested services outside individual sessions. These may be delivered electronically or on site at the client's request. Organizational services are billed at $250 per hour plus expenses and are negotiated separately from the individual session fees.

Payment, Materials, and Copyright

Payment for all PES services is due at the time of or shortly after service (net 30 days) and is made by credit or debit card through the secure checkout on the PES website. Online bookings are paid in full at the time of booking.

All sales of written materials are final. Digital products are delivered by one-time instant download and are licensed for the client's personal use; please don't share or resell files. If a file is damaged or doesn't download, contact PES and it will be made right.

The Uncovery Method, the EPI Model, and all related modules, worksheets, written, and video materials offered through PES are the copyrighted intellectual property of David T. Smith, PhD, and may not be reproduced in any format without express written permission.