Me: "That will be $45,000".

Client: "No problem".

Me: "As discussed, my capacity to work with clients is limited, and I want to ensure that if we work together, I'm providing value. Other professionals in my team can help you directly without my involvement, for example, your pre-approval. In saying that, I do see a synergy in working together, and I will be there for the hard decisions and strategic planning."

Client: "I agree, I see us working on complex topics together, and I want you to be by my side throughout my financial journey".

Me: "I'll send you an invoice for $45,000 to begin that agreement".

Client: "No problem".

I've been waiting to send invoices to the clients I'll be working with directly this year for the last three months.

These invoices did not exceed the below schedule.

Me: “Did you not hear what I said? I said $45,000”.

Client: “Yes, but that includes everything, right? The loan strategy, finance, buyers agent, conveyancing and your time?”

Me: “I was joking….”

My cost in the above example to cover my professional team fees does not exceed $25,000, meaning that I would have received $20,000 in payment. The client and I know that I will provide that value to be entirely fair.

However, the invoice they will receive will only total the VIP pack schedule.

Should I revisit my fee schedule?

Do I not know my value?

One year from now, the invoices may look different, but at this point, I’m doing something I’ve never done before. I am committing to a billable fee and ensuring that I don’t give out my time for free anymore.

Why?

Because if you schedule a Strategy Call and pay $49, I know you are getting at least $500 worth of value.

This continues throughout our whole business model.