how are you playing it? keyboard/sequencer/computer?
how are you listening? external mixer/audio interface?
I think the idea of buying modules looking forwards is a great idea - but I would in that case fill the entire rack first - get that checked and then get the modules that make most sense to start with, within whatever your budget is - not that you will probably stick to the plan, or budget, but it will give you a realistic idea of what you actually want and how much it will cost in the long run
this will also help with case choice - you may find that in the long run a lc9 or mantis or DIY 12u/128hp case is the one for you based on the modules that you want to house and power
I really like doepfer modules - I have quite a few, but I'd probably swap at least the sample and hold for a kinks if you can find one - rectification and logic are useful additions - sometimes slightly more expensive modules work out better value - this also applies to the filter bank, often it is better to wait and get the module that you actually want rather than a module that is similar but cheaper - zlob have a new one out that may be more interesting for example
another example of this maybe veils - it adds a huge amount of gain on each channel so can be useful as an external input and also has offsets available on the new version
the lfo does free running - ie it does not have a reset - this is a good idea - also if you are into ambient check out the cycle length of the lfos - you may want something much much slower with reset capabilities
if you are not sure about the vco - find another one that you like more at a similar price point - modulargrid and youtube are excellent tools!
adsrs are not as common as you'd think in terms of envelope generators in modular - AD always seem much more popular - but maybe fot more ambient/drone stuff they will be ok - but I would be more interested in ones that have cv control over the stages
I also think that buying very compact modules may not be a good strategy - less functionality/ergonomics etc especially when case is fuller
if you are really concerned about space I would go for a smaller headphone module - alm do one that is 2hp - this is a good place to save space!
"some of the best base-level info to remember can be found in Jim's sigfile" @Lugia
Utility modules are the dull polish that makes the shiny modules actually shine!!!
sound sources < sound modifiers < modulation sources < utilities