Building your "bank book"

[Patrick Howell]

I've heard several people speak about the importance of maintaining a bank book, which from my understanding, is just snap shot of your overall financial position and investment goals. I guess you could say it's a hybrid between a business plan and your company's financials...

IMO, I think this is especially important when your first starting off or soliciting yourself to new lenders or business partners. I would like to hear what everyone else thinks about this? Or even better yet, what makes up YOUR bank book?

I like to keep the following:

1. A mission statement
2. My professional team summary (CPA, realtor etc.)
3. Financials (personal and business)
4. Most current credit report
5. 3 years of tax returns