I am confused at the annual amount to charge an existing client after a plan is put together. Going forward with new prospects, maybe it would be easier. I happen to know that my clients don’t need all subject matter experts and that is what I need to base my annual fee on going forward. Please help with that.

1. Every client has to pay you enough so they are profitable. Your Ideal Clients pay you enough so you can have a finite number of them and make enough of a profit so after you pay your business expenses and your taxes you have plenty left to pay for the present lifestyle you want and fund you future goals, including your own Financial Independence.
2. Your next step is to complete your own personal financial plan so you know how much money you need to fund your present personal lifestyle and how much you must save for your future lifestyle. Then you gross that up for taxes. Again for business expenses and you have the number that represents what your business revenue goal.

Now you can create an Ideal Client Profile that is consistent with your personal and professional goals and implement your plan to build a community of Ideal Clients.

The notion in your question is that not all of your clients need all of Subject Matter Experts is interesting because the checklist for getting one’s financial house in order and keeping it that way forever has the same number of action items on it for everyone.