A 29-year-old male software engineer presents to a primary care-integrated behavioral health clinic with a three-month history of low mood, diminished interest in previously enjoyed activities, fatigue, and difficulty concentrating at work. His PHQ-9 score is 12, indicating moderate depression. He has no prior psychiatric history, no suicidal ideation, no psychotic features, and no substance use. His medical history is unremarkable. He expresses a strong preference for non-medication approaches initially but is open to reconsidering if he does not improve. The PMHNP is applying a stepped-care model to develop a treatment plan. Which of the following best represents appropriate stepped-care planning for this patient?